Dana-Farber Cancer Institute Inc Retiree Medical Savings Account — 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 Inc Retiree Medical Savings Account is a benefit plan reported by Dana-Farber Cancer Institute, Inc. under EIN 04-2263040 and plan number 506. The latest loaded filing year is 2023. The filing reports 655 participants and $10,742,159 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.7MPlan net assets, end of year$10,742,159
Participants655Covered participants reported
Assets / participant$16.4KComputed: assets ÷ participants$16,400 (computed)
Provider compensationNone reported
Plan sponsor
Dana-Farber Cancer Institute, Inc.
EIN
04-2263040
Plan number
506
Plan type
2
Location
Boston, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023655H20241010105620NAL0019952145001
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)$10.7M total assets
Net assets$10.7MLiabilities
Money in vs. money out
Total income / additions$1.7M
Total expenses$369.1K
Benefits paid / distributions$369.1K
Contributions
Employer$370.6K
Participant$830K
Full reported line items

Net assets

Total assets (EOY)
$10,742,159
Net assets (EOY)
$10,742,159
Net assets (BOY)
$9,428,649

Income & contributions

Employer contributions
$370,629
Participant contributions
$830,039
Total contributions
$1,200,668
Total income / additions
$1,682,599

Expenses & distributions

Benefits paid
$369,089
Total expenses
$369,089
Net increase / (decrease)
$1,313,510
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.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income22%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages