Plan5500

Washington And Lee University — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Washington And Lee University (EIN 54-0505977) is a plan sponsor located in Lexington, VA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
54-0505977
Location
Lexington, VA
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$409.5MSummed across loaded plans$409,475,695
Total reported assets$409.5M$409,475,695
Total reported participants3.6K3,574
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$409.5M total assets
Net assets$409.5MLiabilities$0
Contributions & income
Employer contributions$7.5M
Participant contributions$7.3M
Total income / additions$68.6M
Expenses & distributions
Benefits paid / distributions$25.7M
Total expenses$26.1M
Net increase / (decrease)$42.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Washington And Lee University Defined Contribution Plan
Participants per plan1,191Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Washington And Lee University Defined Contribution Plan$407.5M
    Plan #001 · 2,299 participants · 2023
  2. 2
    Washington And Lee University Retiree Health Plan$2M
    Plan #509 · 479 participants · 2023
  3. 3
    Washington And Lee University Health And Welfare Plannot reported in the loaded dataset
    Plan #510 · 796 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Washington And Lee University
YearPlanParticipantsSchedulesFiling
2023Washington And Lee University Retiree Health Plan479H20240826144958NAL0009800033001
2023Washington And Lee University Defined Contribution Plan2,299H, C20240903173739NAL0019212769001
2023Washington And Lee University Health And Welfare Plan796—20241218073925NAL0001994019001
2023Washington And Lee University Retiree Health Reimbursement Arrangement477—20260217204244NAL0006219041001

Related Form 5500 pages