Marine Biological Laboratory Tax Deferred Annuity Plan — Form 5500 plan (Marine Biological Laboratory)
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, Marine Biological Laboratory Tax Deferred Annuity Plan is a benefit plan reported by Marine Biological Laboratory under EIN 04-2104690 and plan number 002. The latest loaded filing year is 2023. The filing reports 557 participants and $40,777,163 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marine Biological Laboratory
- EIN
- 04-2104690
- Plan number
- 002
- Plan type
- 2
- Location
- Woods Hole, MA
- Latest filing year
- 2023
- Participants
- 557
- End-of-year plan assets
- $40,777,163
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 557 | H, C | 20240815112122NAL0022373360001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,777,163
- Net assets (EOY)
- $40,777,163
- Net assets (BOY)
- $36,132,281
Income & contributions
- Participant contributions
- $1,336,702
- Total contributions
- $1,537,663
- Total income / additions
- $6,642,598
Expenses & distributions
- Benefits paid
- $1,967,948
- Administrative expenses
- $29,768
- Total expenses
- $1,997,716
- Net increase / (decrease)
- $4,644,882
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aafcpas, Inc. | AUDITOR | $17,125 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group, LLC | ADVISOR | $11,750 | not reported in the loaded dataset | 2023 |