2023 Form 5500 filing — Lasell University 403(B) 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 20241003073436NAL0009544017001) for Lasell University 403(B) Plan, reported by Lasell University under EIN 04-2103585 and plan number 001. It reports 632 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003073436NAL0009544017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lasell University
- EIN
- 04-2103585
- Plan number
- 001
- Location
- Newton, MA
- Participants
- 632
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,808,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,808,139
- Employer contributions
- $1,087,906
- Participant contributions
- $1,734,297
- Total income / additions
- $11,677,168
- Benefits paid
- $6,286,382
- Administrative expenses
- $38,164
- Total expenses
- $6,357,775
- Net increase / (decrease)
- $5,319,393
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Harvard Square Financial Planning | NONE | $17,100 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $15,604 | not reported in the loaded dataset |
| Tiaa | NONE | $2,945 | $0 |