2023 Form 5500 filing — Dana-Farber Cancer Institute Tax Deferred Annuity 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 20241004084707NAL0005545763001) for Dana-Farber Cancer Institute Tax Deferred Annuity Plan, reported by Dana-Farber Cancer Institute, Inc. under EIN 04-2263040 and plan number 004. It reports 12,056 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$735.2MReported net assets$735,181,179
Participants12.1K12,056
Provider compensation$167.9K6 Schedule C row(s)$167,921
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004084707NAL0005545763001
- Plan sponsor
- Dana-Farber Cancer Institute, Inc.
- EIN
- 04-2263040
- Plan number
- 004
- Location
- Boston, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$735.2M total assets
Net assets$735.2MLiabilities—
Full reported line items
- Total assets (EOY)
- $735,181,179
- Net assets (EOY)
- $735,181,179
- Participant contributions
- $53,739,514
- Total income / additions
- $171,264,318
- Benefits paid
- $30,569,977
- Administrative expenses
- $171,146
- Total expenses
- $30,763,055
- Net increase / (decrease)
- $140,501,263
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $68,846 | not reported in the loaded dataset |
| Dana-Farber Cancer Institute | PLAN SPONSOR | $44,710 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $32,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $18,540 | $0 |
| Tiaa | NONE | $3,125 | $0 |
| Lincoln National Corporation | NONE | $200 | $0 |