Merrimack College 403(B) Retirement Plan — Form 5500 plan (Merrimack 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, Merrimack College 403(B) Retirement Plan is a benefit plan reported by Merrimack College under EIN 04-2103731 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,784 participants and $165,180,906 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Merrimack College
EIN
04-2103731
Plan number
001
Plan type
2
Location
North Andover, MA
Latest filing year
2023
Participants
1,784
End-of-year plan assets
$165,180,906

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,784H, C20241012170837NAL0042068784001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$165,180,906
Total liabilities (EOY)
$0
Net assets (EOY)
$165,180,906
Net assets (BOY)
$150,115,508

Income & contributions

Employer contributions
$3,543,951
Participant contributions
$3,927,373
Total contributions
$7,581,893
Total income / additions
$28,097,295

Expenses & distributions

Benefits paid
$12,977,689
Administrative expenses
$54,208
Total expenses
$13,031,897
Net increase / (decrease)
$15,065,398

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sageview Advisory GroupADVISOR$37,500not reported in the loaded dataset2023
Cbiz Cpas P.C.AUDITOR$8,125not reported in the loaded dataset2023
The Angell Pension Group, Inc.THIRD PARTY ADMIN$7,846not reported in the loaded dataset2023
TiaaRECORDKEEPER$737$02023

Related Form 5500 pages