2023 Form 5500 filing — Massachusetts Society For The Prevention Of Cruelty To Animals Tax Sheltered 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 20241010190921NAL0036792032001) for Massachusetts Society For The Prevention Of Cruelty To Animals Tax Sheltered Annuity Plan, reported by Massachusetts Society For The Prevention Of Cruelty To Animals under EIN 04-2103597 and plan number 002. It reports 1,238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010190921NAL0036792032001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Massachusetts Society For The Prevention Of Cruelty To Animals
- EIN
- 04-2103597
- Plan number
- 002
- Location
- Boston, MA
- Participants
- 1,238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,150,956
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,150,956
- Employer contributions
- $2,376,451
- Participant contributions
- $3,720,022
- Total income / additions
- $20,669,360
- Benefits paid
- $4,294,251
- Administrative expenses
- $121,526
- Total expenses
- $4,415,777
- Net increase / (decrease)
- $16,253,583
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Co | CONTRACT ADMINISTRATOR | $54,391 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $31,957 | $0 |
| The Angell Pension Group, Inc. | OTHER SERVICES | $0 | $24,441 |
| Gallagher Fiduciary | INVESTMENT ADVISORY | $22,500 | not reported in the loaded dataset |
| Fidelity Invest Instit Oper Co LLC | RECORDKEEPER | $6,435 | $0 |
| Morningstar Investment Management | INV ADV, PARTICIPANTS | $0 | $0 |