Massachusetts Society For The Prevention Of Cruelty To Animals Tax Sheltered Annuity Plan — Form 5500 plan (Massachusetts Society For The Prevention Of Cruelty To Animals)
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, Massachusetts Society For The Prevention Of Cruelty To Animals Tax Sheltered Annuity Plan is a benefit plan reported by Massachusetts Society For The Prevention Of Cruelty To Animals under EIN 04-2103597 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,238 participants and $74,150,956 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Massachusetts Society For The Prevention Of Cruelty To Animals
- EIN
- 04-2103597
- Plan number
- 002
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 1,238
- End-of-year plan assets
- $74,150,956
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,238 | H, C | 20241010190921NAL0036792032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,150,956
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,150,956
- Net assets (BOY)
- $57,897,373
Income & contributions
- Employer contributions
- $2,376,451
- Participant contributions
- $3,720,022
- Total contributions
- $8,540,302
- Total income / additions
- $20,669,360
Expenses & distributions
- Benefits paid
- $4,294,251
- Administrative expenses
- $121,526
- Total expenses
- $4,415,777
- Net increase / (decrease)
- $16,253,583
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Co | CONTRACT ADMINISTRATOR | $54,391 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $31,957 | $0 | 2023 |
| The Angell Pension Group, Inc. | OTHER SERVICES | $0 | $24,441 | 2023 |
| Gallagher Fiduciary | INVESTMENT ADVISORY | $22,500 | not reported in the loaded dataset | 2023 |
| Fidelity Invest Instit Oper Co LLC | RECORDKEEPER | $6,435 | $0 | 2023 |
| Morningstar Investment Management | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Massachusetts Society For The Prevention Of Cruelty To Animals
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Principal Life Insurance Co — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Gallagher Fiduciary — Schedule C compensation
- Fidelity Invest Instit Oper Co LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation