# Dana-Farber Cancer Institute, INC. Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/dana-farber-cancer-institute-inc-042263040-506

> Dana-Farber Cancer Institute, INC.&#39;s Health &amp; Welfare plan: 496 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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