Dana-Farber Cancer Institute Retirement Plan — Form 5500 plan (Dana-Farber Cancer Institute, 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, Dana-Farber Cancer Institute Retirement Plan is a benefit plan reported by Dana-Farber Cancer Institute, Inc. under EIN 04-2263040 and plan number 003. The latest loaded filing year is 2023. The filing reports 8,595 participants and $788,456,235 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$788.5MPlan net assets, end of year$788,456,235
Participants8.6KCovered participants reported8,595
Assets / participant$91.7KComputed: assets ÷ participants$91,734 (computed)
Provider compensation$170.5K6 Schedule C provider row(s)$170,483
- Plan sponsor
- Dana-Farber Cancer Institute, Inc.
- EIN
- 04-2263040
- Plan number
- 003
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,595 | H, C | 20241004084707NAL0005545763003 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$788.5M total assets
Net assets$788.5MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $788,456,235
- Net assets (EOY)
- $788,456,235
- Net assets (BOY)
- $635,251,544
Income & contributions
- Employer contributions
- $46,554,654
- Total contributions
- $46,554,654
- Total income / additions
- $176,092,072
Expenses & distributions
- Benefits paid
- $22,716,898
- Administrative expenses
- $170,483
- Total expenses
- $22,887,381
- Net increase / (decrease)
- $153,204,691
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $77,831 | not reported in the loaded dataset | 2023 |
| Dana-Farber Cancer Institute | PLAN SPONSOR | $47,708 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners | NONE | $32,500 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | NONE | $5,625 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $4,594 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,225 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dana-Farber Cancer Institute, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Strategic Advisors, Inc. — Schedule C compensation
- Dana-Farber Cancer Institute — Schedule C compensation
- Capfinancial Partners — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Tiaa — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation