2023 Form 5500 filing — Tufts University Voluntary 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 20241010130315NAL0020111137001) for Tufts University Voluntary Retirement Plan, reported by Trustees Of Tufts College under EIN 04-2103634 and plan number 001. It reports 8,419 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010130315NAL0020111137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of Tufts College
- EIN
- 04-2103634
- Plan number
- 001
- Location
- Medford, MA
- Participants
- 8,419
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $903,438,342
- Net assets (EOY)
- $903,438,342
- Participant contributions
- $36,728,799
- Total income / additions
- $168,165,780
- Benefits paid
- $60,170,588
- Administrative expenses
- $327,298
- Total expenses
- $60,497,886
- Net increase / (decrease)
- $107,667,894
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv Inst Op'S Co Inc | not reported in the loaded dataset | $0 | $88,180 |
| Aon Hewitt Investment Consulting | CONSULTANT | $47,250 | not reported in the loaded dataset |
| Bdo Usa P.C. | ACCOUNTANT/AUDITOR | $25,879 | not reported in the loaded dataset |