2023 Form 5500 filing — Harvard University Defined Contribution 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 20241009191049NAL0018968465001) for Harvard University Defined Contribution Retirement Plan, reported by President & Fellows Of Harvard College Harvard Human Resources, Benefi under EIN 04-2103580 and plan number 007. It reports 23,214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009191049NAL0018968465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- President & Fellows Of Harvard College Harvard Human Resources, Benefi
- EIN
- 04-2103580
- Plan number
- 007
- Location
- Cambridge, MA
- Participants
- 23,214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,763,325,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,763,325,967
- Employer contributions
- $117,630,012
- Total income / additions
- $357,676,702
- Benefits paid
- $46,473,493
- Administrative expenses
- $468,298
- Total expenses
- $46,941,791
- Net increase / (decrease)
- $310,734,911
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Insurance And Annoc | INVESTMENT MANAGER | $468,298 | $0 |