Regis College Dc Retirement Plan — Form 5500 plan (Regis 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, Regis College Dc Retirement Plan is a benefit plan reported by Regis College under EIN 04-2104451 and plan number 001. The latest loaded filing year is 2023. The filing reports 855 participants and $61,349,014 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Regis College
- EIN
- 04-2104451
- Plan number
- 001
- Plan type
- 2
- Location
- Weston, MA
- Latest filing year
- 2023
- Participants
- 855
- End-of-year plan assets
- $61,349,014
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 855 | H, C | 20240919112706NAL0011704866001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,349,014
- Net assets (EOY)
- $61,349,014
- Net assets (BOY)
- $53,594,098
Income & contributions
- Employer contributions
- $642,730
- Participant contributions
- $1,995,494
- Total contributions
- $2,736,612
- Total income / additions
- $10,786,369
Expenses & distributions
- Benefits paid
- $2,999,917
- Administrative expenses
- $31,536
- Total expenses
- $3,031,453
- Net increase / (decrease)
- $7,754,916
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mayflower Financial Advisors LLC | ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $11,041 | $0 | 2023 |