Supplemental Retirement Accounts For All Employees Of Dartmouth College — Form 5500 plan (Trustees Of Dartmouth College)

Plain-English plan 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, Supplemental Retirement Accounts For All Employees Of Dartmouth College is a benefit plan reported by Trustees Of Dartmouth College under EIN 02-0222111 and plan number 003. The latest loaded filing year is 2023. The filing reports 7,461 participants and $997,386,990 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Dartmouth College
EIN
02-0222111
Plan number
003
Plan type
2
Location
Hanover, NH
Latest filing year
2023
Participants
7,461
End-of-year plan assets
$997,386,990

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,461H, C20240730125924NAL0011828979003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$997,386,990
Total liabilities (EOY)
$6,845
Net assets (EOY)
$997,380,145
Net assets (BOY)
$848,982,178

Income & contributions

Participant contributions
$29,515,848
Total contributions
$48,395,416
Total income / additions
$192,895,525

Expenses & distributions

Benefits paid
$44,344,882
Administrative expenses
$140,952
Total expenses
$44,497,558
Net increase / (decrease)
$148,397,967

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$80,903$02023
Fidelity Inv Inst Operations Co IncRECORDKEEPER$62,373$02023

Related Form 5500 pages