The Joslin Diabetes Center, Inc. Defined Contribution Retirement Plan — Form 5500 plan (Joslin Diabetes Center Inc.)
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, The Joslin Diabetes Center, Inc. Defined Contribution Retirement Plan is a benefit plan reported by Joslin Diabetes Center Inc. under EIN 04-2203836 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,348 participants and $180,644,281 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joslin Diabetes Center Inc.
- EIN
- 04-2203836
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 1,348
- End-of-year plan assets
- $180,644,281
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,348 | H, C | 20241013075329NAL0012340707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $180,644,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $180,644,281
- Net assets (BOY)
- $160,041,743
Income & contributions
- Employer contributions
- $965,321
- Participant contributions
- $1,848,832
- Total contributions
- $3,004,265
- Total income / additions
- $28,451,439
Expenses & distributions
- Benefits paid
- $7,790,783
- Administrative expenses
- $55,828
- Total expenses
- $7,848,901
- Net increase / (decrease)
- $20,602,538
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Fiduciary Services LLC | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | NONE | $12,800 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | NONE | $8,528 | $0 | 2023 |
| Tiaa | NONE | $4,500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joslin Diabetes Center Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Gallagher Fiduciary Services LLC — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Tiaa — Schedule C compensation