The Harvard Management Company 403(B) Tax-Deferred Annuity Plan — Form 5500 plan (Harvard Management Company 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 Harvard Management Company 403(B) Tax-Deferred Annuity Plan is a benefit plan reported by Harvard Management Company Inc. under EIN 23-7361259 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $50,647,683 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harvard Management Company Inc.
- EIN
- 23-7361259
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $50,647,683
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20240920105142NAL0004361011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,647,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,647,683
- Net assets (BOY)
- $42,652,741
Income & contributions
- Participant contributions
- $1,814,313
- Total contributions
- $1,901,912
- Total income / additions
- $10,448,841
Expenses & distributions
- Benefits paid
- $2,431,897
- Administrative expenses
- $22,002
- Total expenses
- $2,453,899
- Net increase / (decrease)
- $7,994,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Benefits Group, LLC | N/A | $17,573 | not reported in the loaded dataset | 2023 |
| Fidelity Invt Inst Op Co., Inc. | RECORDKEEPER | $396 | $0 | 2023 |