Tufts Medicine, Inc. 403(B) Retirement Plan — Form 5500 plan (Tufts Medicine, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Tufts Medicine, Inc. 403(B) Retirement Plan is a benefit plan reported by Tufts Medicine, Inc. under EIN 47-2250732 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,196 participants and $861,718,438 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tufts Medicine, Inc.
- EIN
- 47-2250732
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, MA
- Latest filing year
- 2023
- Participants
- 1,196
- End-of-year plan assets
- $861,718,438
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,196 | H, C | 20241011192902NAL0011310547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $861,718,438
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $861,718,438
- Net assets (BOY)
- $58,832,082
Income & contributions
- Employer contributions
- $5,583,736
- Participant contributions
- $18,635,141
- Total contributions
- $28,122,276
- Total income / additions
- $110,794,429
Expenses & distributions
- Benefits paid
- $25,222,562
- Administrative expenses
- $182,774
- Total expenses
- $25,478,335
- Net increase / (decrease)
- $85,316,094
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops | RECORDKEEPER | $99,140 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $40,544 | not reported in the loaded dataset | 2023 |
| Cbiz Cpa'S P.C. | AUDITOR | $25,631 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | INVESTMENT ADVISOR | $17,459 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tufts Medicine, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Burlington, MA
- Fid Inv Inst Ops — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Cbiz Cpa'S P.C. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation