Nichols College 403b Plan — Form 5500 plan (Nichols 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, Nichols College 403b Plan is a benefit plan reported by Nichols College under EIN 04-2104778 and plan number 002. The latest loaded filing year is 2023. The filing reports 594 participants and $38,867,585 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nichols College
- EIN
- 04-2104778
- Plan number
- 002
- Plan type
- 2
- Location
- Dudley, MA
- Latest filing year
- 2023
- Participants
- 594
- End-of-year plan assets
- $38,867,585
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 594 | H, C | 20250403185923NAL0020892226001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,867,585
- Net assets (EOY)
- $38,867,585
- Net assets (BOY)
- $36,060,635
Income & contributions
- Employer contributions
- $541,481
- Participant contributions
- $1,015,265
- Total contributions
- $1,692,980
- Total income / additions
- $5,851,345
Expenses & distributions
- Benefits paid
- $2,966,371
- Administrative expenses
- $72,024
- Total expenses
- $3,044,395
- Net increase / (decrease)
- $2,806,950
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORD KEEPER | $42,320 | not reported in the loaded dataset | 2023 |
| Aegis Retirement Partners | TPA, FIDUCIARY ADVISOR | $36,397 | not reported in the loaded dataset | 2023 |