Lasell University 403(B) Plan — Form 5500 plan (Lasell University)
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, Lasell University 403(B) Plan is a benefit plan reported by Lasell University under EIN 04-2103585 and plan number 001. The latest loaded filing year is 2023. The filing reports 632 participants and $66,808,139 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lasell University
- EIN
- 04-2103585
- Plan number
- 001
- Plan type
- 2
- Location
- Newton, MA
- Latest filing year
- 2023
- Participants
- 632
- End-of-year plan assets
- $66,808,139
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 632 | H, C | 20241003073436NAL0009544017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,808,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,808,139
- Net assets (BOY)
- $61,488,746
Income & contributions
- Employer contributions
- $1,087,906
- Participant contributions
- $1,734,297
- Total contributions
- $2,882,837
- Total income / additions
- $11,677,168
Expenses & distributions
- Benefits paid
- $6,286,382
- Administrative expenses
- $38,164
- Total expenses
- $6,357,775
- Net increase / (decrease)
- $5,319,393
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Harvard Square Financial Planning | NONE | $17,100 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $15,604 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $2,945 | $0 | 2023 |