2023 Form 5500 filing — The Mitre Corporation Qualified 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 20240919134304NAL0002379219001) for The Mitre Corporation Qualified Retirement Plan, reported by The Mitre Corporation under EIN 04-2239742 and plan number 002. It reports 17,415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919134304NAL0002379219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Mitre Corporation
- EIN
- 04-2239742
- Plan number
- 002
- Location
- Bedford, MA
- Participants
- 17,415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,564,495,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,564,495,046
- Employer contributions
- $107,036,173
- Total income / additions
- $492,288,102
- Benefits paid
- $172,737,572
- Administrative expenses
- $330,829
- Total expenses
- $173,068,401
- Net increase / (decrease)
- $319,219,701
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $230,283 | not reported in the loaded dataset |
| Tiaa | CONTRACT ADMIN | $55,937 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | RECORDKEEPER | $42,395 | $0 |