2023 Form 5500 filing — Mcphs University 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 20241010115041NAL0039912914001) for Mcphs University Tax Deferred Annuity Plan, reported by Mcphs University under EIN 04-2104700 and plan number 003. It reports 1,992 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010115041NAL0039912914001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcphs University
- EIN
- 04-2104700
- Plan number
- 003
- Location
- Boston, MA
- Participants
- 1,992
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,947,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,947,155
- Participant contributions
- $8,400,775
- Total income / additions
- $24,466,086
- Benefits paid
- $7,672,000
- Administrative expenses
- $57,984
- Total expenses
- $7,730,671
- Net increase / (decrease)
- $16,735,415
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $8,311 | not reported in the loaded dataset |
| Fidelity Inv. Inst. Oper. Company | RECORDKEEPER | -$84,260 | $0 |