2023 Form 5500 filing — Wheaton College Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709154928NAL0013900305001) for Wheaton College Retirement Plan, reported by Wheaton College under EIN 36-2182171 and plan number 001. It reports 1,487 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709154928NAL0013900305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wheaton College
- EIN
- 36-2182171
- Plan number
- 001
- Location
- Wheaton, IL
- Participants
- 1,487
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $228,249,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $228,249,475
- Employer contributions
- $2,676,520
- Participant contributions
- $3,608,620
- Total income / additions
- $36,935,229
- Benefits paid
- $13,955,717
- Administrative expenses
- $177,400
- Total expenses
- $14,133,117
- Net increase / (decrease)
- $22,802,112
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Insurance & Annuity | NONE | $95,504 | $0 |
| Fiducient Advisors, LLC | NONE | $52,605 | not reported in the loaded dataset |
| Sikich Llp | NONE | $17,700 | not reported in the loaded dataset |
| Prairie Investment Advisors | NONE | $12,491 | not reported in the loaded dataset |