2023 Form 5500 filing — Merrimack College 403(B) 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 20241012170837NAL0042068784001) for Merrimack College 403(B) Retirement Plan, reported by Merrimack College under EIN 04-2103731 and plan number 001. It reports 1,784 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012170837NAL0042068784001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Merrimack College
- EIN
- 04-2103731
- Plan number
- 001
- Location
- North Andover, MA
- Participants
- 1,784
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $165,180,906
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $165,180,906
- Employer contributions
- $3,543,951
- Participant contributions
- $3,927,373
- Total income / additions
- $28,097,295
- Benefits paid
- $12,977,689
- Administrative expenses
- $54,208
- Total expenses
- $13,031,897
- Net increase / (decrease)
- $15,065,398
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group | ADVISOR | $37,500 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | AUDITOR | $8,125 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | THIRD PARTY ADMIN | $7,846 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $737 | $0 |