Retirement Plan For Employees Of New England Donor Services, Inc. — Form 5500 plan (New England Donor Services, 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, Retirement Plan For Employees Of New England Donor Services, Inc. is a benefit plan reported by New England Donor Services, Inc. under EIN 81-3650975 and plan number 001. The latest loaded filing year is 2023. The filing reports 341 participants and $44,261,816 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New England Donor Services, Inc.
EIN
81-3650975
Plan number
001
Plan type
2
Location
Waltham, MA
Latest filing year
2023
Participants
341
End-of-year plan assets
$44,261,816

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023341H, C20241008100041NAL0008238675001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,261,816
Total liabilities (EOY)
$0
Net assets (EOY)
$44,261,816
Net assets (BOY)
$36,797,672

Income & contributions

Employer contributions
$1,250,135
Participant contributions
$2,150,249
Total contributions
$4,124,743
Total income / additions
$10,944,213

Expenses & distributions

Benefits paid
$3,478,769
Administrative expenses
$1,300
Total expenses
$3,480,069
Net increase / (decrease)
$7,464,144

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments Inst.RECORDKEEPER$1,300$02023

Related Form 5500 pages