Plan Snapshot
- Plan Sponsor: Dana-Farber Cancer Institute, INC.
- Sponsor EIN: 042263040
- Sponsor Address: 450 BROOKLINE AVENUE, BOSTON, MA, 02215
- Plan Type: Health & Welfare
- Plan Number: 506
- Total Participants: 496
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 496 | $12.7M | $745,126 | $990,456 |
| 2023 | 496 | $10.7M | $370,629 | $830,039 |
| 2022 | 341 | $9.4M | $249,066 | $763,300 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | Custodian / Trustee | $10,951 | — | $10,951 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,951
- Estimated Expense Ratio: 0.087% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $10,951 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |