College Of The Holy Cross 403(B) Defined Contribution & Group Supplemental Retirement Plan — Form 5500 plan (Trustees Of The College Of The Holy Cross)
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, College Of The Holy Cross 403(B) Defined Contribution & Group Supplemental Retirement Plan is a benefit plan reported by Trustees Of The College Of The Holy Cross under EIN 04-2103558 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,226 participants and $365,775,634 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The College Of The Holy Cross
- EIN
- 04-2103558
- Plan number
- 001
- Plan type
- 2
- Location
- Worcester, MA
- Latest filing year
- 2023
- Participants
- 2,226
- End-of-year plan assets
- $365,775,634
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,226 | H, C | 20240624143944NAL0008424144001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $365,775,634
- Net assets (EOY)
- $365,775,634
- Net assets (BOY)
- $334,118,403
Income & contributions
- Employer contributions
- $6,841,652
- Participant contributions
- $6,854,184
- Total contributions
- $15,615,966
- Total income / additions
- $67,823,305
Expenses & distributions
- Benefits paid
- $36,010,589
- Administrative expenses
- $155,485
- Total expenses
- $36,166,074
- Net increase / (decrease)
- $31,657,231
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Harvard Square Financial Planning L | NONE | $53,850 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Verrill Dana Llp | NONE | $30,469 | not reported in the loaded dataset | 2023 |
| Fidelity Inv Ins Ops Co, Inc. | NONE | $21,016 | $0 | 2023 |
| Tiaa | NONE | $150 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The College Of The Holy Cross
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Worcester, MA
- Harvard Square Financial Planning L — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Verrill Dana Llp — Schedule C compensation
- Fidelity Inv Ins Ops Co, Inc. — Schedule C compensation
- Tiaa — Schedule C compensation