Longy School Of Music Defined Contribution Retirement Plan — Form 5500 plan (Longy School Of Music Of Bard 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, Longy School Of Music Defined Contribution Retirement Plan is a benefit plan reported by Longy School Of Music Of Bard College under EIN 14-1713034 and plan number 006. The latest loaded filing year is 2023. The filing reports 266 participants and $9,432,335 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.4MPlan net assets, end of year$9,432,335
Participants266Covered participants reported
Assets / participant$35.5KComputed: assets ÷ participants$35,460 (computed)
Provider compensation$4.1K2 Schedule C provider row(s)$4,145
- Plan sponsor
- Longy School Of Music Of Bard College
- EIN
- 14-1713034
- Plan number
- 006
- Plan type
- 2
- Location
- Cambridge, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20241014142544NAL0015099267001 |
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)$9.4M total assets
Net assets$9.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,432,335
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,432,335
- Net assets (BOY)
- $8,809,217
Income & contributions
- Employer contributions
- $72,193
- Participant contributions
- $146,936
- Total contributions
- $219,129
- Total income / additions
- $806,010
Expenses & distributions
- Benefits paid
- $173,373
- Administrative expenses
- $9,519
- Total expenses
- $182,892
- Net increase / (decrease)
- $623,118
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.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $3,815 | $0 | 2023 |
| Fidelity Investments Institutional | NONE | $330 | $0 | 2023 |