2023 Form 5500 filing — Bentley University 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 20241008083244NAL0017286465001) for Bentley University Retirement Plan, reported by Bentley University under EIN 04-1081650 and plan number 001. It reports 2,346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008083244NAL0017286465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bentley University
- EIN
- 04-1081650
- Plan number
- 001
- Location
- Waltham, MA
- Participants
- 2,346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $453,655,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $453,655,025
- Employer contributions
- $8,561,875
- Participant contributions
- $8,749,657
- Total income / additions
- $86,372,339
- Benefits paid
- $39,284,587
- Administrative expenses
- $264,273
- Total expenses
- $39,565,008
- Net increase / (decrease)
- $46,807,331
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $139,420 | $0 |
| Tiaa | CONTRACT ADMIN | $87,091 | not reported in the loaded dataset |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $29,136 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | LEGAL | $7,950 | not reported in the loaded dataset |