Plan5500

Harvard University Defined Contribution Retirement Plan — Form 5500 plan (President & Fellows Of Harvard College Harvard Human Resources, Benefi)

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, Harvard University Defined Contribution Retirement Plan is a benefit plan reported by President & Fellows Of Harvard College Harvard Human Resources, Benefi under EIN 04-2103580 and plan number 007. The latest loaded filing year is 2023. The filing reports 23,214 participants and $1,763,325,967 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
President & Fellows Of Harvard College Harvard Human Resources, Benefi
EIN
04-2103580
Plan number
007
Plan type
2
Location
Cambridge, MA
Latest filing year
2023
Participants
23,214
End-of-year plan assets
$1,763,325,967

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202323,214H, C20241009191049NAL0018968465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,763,325,967
Total liabilities (EOY)
$0
Net assets (EOY)
$1,763,325,967
Net assets (BOY)
$1,452,591,056

Income & contributions

Employer contributions
$117,630,012
Total contributions
$117,630,012
Total income / additions
$357,676,702

Expenses & distributions

Benefits paid
$46,473,493
Administrative expenses
$468,298
Total expenses
$46,941,791
Net increase / (decrease)
$310,734,911

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa - Teachers Insurance And AnnocINVESTMENT MANAGER$468,298$02023

Related Form 5500 pages