Plan5500

Tufts University Basic Retirement Plan — Form 5500 plan (Trustees Of Tufts 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, Tufts University Basic Retirement Plan is a benefit plan reported by Trustees Of Tufts College under EIN 04-2103634 and plan number 002. The latest loaded filing year is 2023. The filing reports 10,622 participants and $941,800,008 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Tufts College
EIN
04-2103634
Plan number
002
Plan type
2
Location
Medford, MA
Latest filing year
2023
Participants
10,622
End-of-year plan assets
$941,800,008

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,622H, C20241010141911NAL0021212545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$941,800,008
Net assets (EOY)
$941,800,008
Net assets (BOY)
$819,422,216

Income & contributions

Employer contributions
$40,342,345
Total contributions
$40,342,345
Total income / additions
$171,706,407

Expenses & distributions

Benefits paid
$48,898,725
Administrative expenses
$429,890
Total expenses
$49,328,615
Net increase / (decrease)
$122,377,792

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments Inst Opsnot reported in the loaded dataset$161,423$02023
Aon Hewitt Investment ConsultingCONSULTANT$44,750not reported in the loaded dataset2023
Bdo Usa P.C.AUDITOR$25,876not reported in the loaded dataset2023

Related Form 5500 pages