The Mitre Corporation Tax Sheltered Annuity Plan — Form 5500 plan (The Mitre Corporation)
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 Mitre Corporation Tax Sheltered Annuity Plan is a benefit plan reported by The Mitre Corporation under EIN 04-2239742 and plan number 001. The latest loaded filing year is 2023. The filing reports 20,331 participants and $4,700,618,255 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Mitre Corporation
- EIN
- 04-2239742
- Plan number
- 001
- Plan type
- 2
- Location
- Bedford, MA
- Latest filing year
- 2023
- Participants
- 20,331
- End-of-year plan assets
- $4,700,618,255
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,331 | H, C | 20240919134428NAL0003588387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,700,618,255
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,700,618,255
- Net assets (BOY)
- $4,147,643,081
Income & contributions
- Employer contributions
- $25,315,773
- Participant contributions
- $169,944,782
- Total contributions
- $215,398,802
- Total income / additions
- $908,104,062
Expenses & distributions
- Benefits paid
- $353,778,293
- Administrative expenses
- $1,260,922
- Total expenses
- $355,128,888
- Net increase / (decrease)
- $552,975,174
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $880,600 | $0 | 2023 |
| Strategic Advisors, Inc | ADVISOR | $336,124 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners | PLAN SPONSOR | $65,000 | not reported in the loaded dataset | 2023 |
| Bdo Usa, Llp | ACCOUNTING/AUDIT | $53,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Mitre Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Bedford, MA
- Fid Inv Inst Ops Co — Schedule C compensation
- Strategic Advisors, Inc — Schedule C compensation
- Capfinancial Partners — Schedule C compensation
- Bdo Usa, Llp — Schedule C compensation