2023 Form 5500 filing — 403(B) Defined Contribution Retirement Plan For Dartmouth College Faculty And Staff
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 20240730124434NAL0013385123006) for 403(B) Defined Contribution Retirement Plan For Dartmouth College Faculty And Staff, reported by Trustees Of Dartmouth College under EIN 02-0222111 and plan number 001. It reports 1,078 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730124434NAL0013385123006
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of Dartmouth College
- EIN
- 02-0222111
- Plan number
- 001
- Location
- Hanover, NH
- Participants
- 1,078
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $345,029,586
- Net assets (EOY)
- $345,029,586
- Employer contributions
- $1,122,899
- Participant contributions
- $188,964
- Total income / additions
- $42,396,920
- Benefits paid
- $26,184,612
- Administrative expenses
- $16,531
- Total expenses
- $26,201,143
- Net increase / (decrease)
- $16,195,777
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $12,340 | $0 |
| Fidelity Inv Instl Ops Co Inc. | RECORDKEEPER | $4,191 | $0 |