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Form 5500 · Retirement plan · BOSTON, MA

DANA-FARBER CANCER INSTITUTE, INC.

The filing calls this plan DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN.

DANA-FARBER CANCER INSTITUTE, INC. of BOSTON, MA's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
TIAA-CREF
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2263040 · plan 003 · plan year 2024, filed Oct 1, 2025

Participants at the start of the year
10,112
Contracts on file
1
Contract value
$33,801,835
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TIAA-CREF.

The contracts held $33,801,835 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TIAA-CREFAnnuity / GIC633December$33,801,835$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

CARON & BLETZER, PLLC
Accounting and audit · EIN 04-3499945
$25,025
paid directly by the plan
TIAA
Recordkeeping and information management · EIN 13-1624203
$22,548
paid directly by the plan
STRATEGIC ADVISORS, INC.
ADVISOR · EIN 04-2654524
$85,087
paid directly by the plan
FIDELITY INVESTMENTS INSTITUTIONAL
RECORDKEEPER · EIN 04-2647786
$140,809
paid directly by the plan
CAPFINANCIAL PARTNERS
Named on Schedule C · EIN 26-0058143
$32,500
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$930,238,440
Paid out in benefits
$35,978,037
Participants at the start of the year
10,112
Participants with account balances
9,898

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 13-1624203
TIAA
Independent accountantEIN 04-3499945
CARON & BLETZER PLLC
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$25,025

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

plan 501Insured benefit plan · 8 Schedule A contractsRenews ~Jan 1plan 004Retirement plan · 2 Schedule A contractsplan 506Form 5500 filing · no insured Schedule A contractsplan 001Form 5500 filing · no insured Schedule A contracts

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