2023 Form 5500 filing — Berklee College Of Music, Inc. 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 20241015143829NAL0030008689002) for Berklee College Of Music, Inc. Retirement Plan, reported by Berklee College Of Music, Inc. under EIN 04-2300472 and plan number 001. It reports 733 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143829NAL0030008689002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berklee College Of Music, Inc.
- EIN
- 04-2300472
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 733
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,210,389
- Net assets (EOY)
- $99,210,389
- Employer contributions
- $5,813,911
- Total income / additions
- $15,486,306
- Benefits paid
- $11,427,100
- Administrative expenses
- $758,467
- Total expenses
- $12,185,567
- Net increase / (decrease)
- $3,300,739
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | ACTUARY | $57,968 | $0 |
| Heronbridge | INVESTMENT MANAGER | $31,302 | not reported in the loaded dataset |
| Principal Custody Solutions | ADMINISTRATOR | $21,987 | not reported in the loaded dataset |
| Highclere International Investors | INVESTMENT MANAGER | $19,880 | not reported in the loaded dataset |
| Prime Buchholz & Associates, Inc. | INVESTMENT MANAGER | $13,326 | not reported in the loaded dataset |
| Wellington Management Group Llp | INVESTMENT MANAGER | $9,494 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |