2023 Form 5500 filing — College Of The Holy Cross 403(B) Defined Contribution & Group Supplemental Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240624143944NAL0008424144001) for College Of The Holy Cross 403(B) Defined Contribution & Group Supplemental Retirement Plan, reported by Trustees Of The College Of The Holy Cross under EIN 04-2103558 and plan number 001. It reports 2,226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240624143944NAL0008424144001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of The College Of The Holy Cross
- EIN
- 04-2103558
- Plan number
- 001
- Location
- Worcester, MA
- Participants
- 2,226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $365,775,634
- Net assets (EOY)
- $365,775,634
- Employer contributions
- $6,841,652
- Participant contributions
- $6,854,184
- Total income / additions
- $67,823,305
- Benefits paid
- $36,010,589
- Administrative expenses
- $155,485
- Total expenses
- $36,166,074
- Net increase / (decrease)
- $31,657,231
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Harvard Square Financial Planning L | NONE | $53,850 | not reported in the loaded dataset |
| Fiducient Advisors LLC | NONE | $50,000 | not reported in the loaded dataset |
| Verrill Dana Llp | NONE | $30,469 | not reported in the loaded dataset |
| Fidelity Inv Ins Ops Co, Inc. | NONE | $21,016 | $0 |
| Tiaa | NONE | $150 | $0 |