2023 Form 5500 filing — Whitehead Institute For Biomedical Research 403b 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 20240731153640NAL0014492627001) for Whitehead Institute For Biomedical Research 403b Plan, reported by Whitehead Institute For Biomedical Research under EIN 06-1043412 and plan number 002. It reports 602 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$52.1MReported net assets$52,127,100
Participants602
Provider compensation$32.6K2 Schedule C row(s)$32,586
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240731153640NAL0014492627001
- Plan sponsor
- Whitehead Institute For Biomedical Research
- EIN
- 06-1043412
- Plan number
- 002
- Location
- Cambridge, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$52.1M total assets
Net assets$52.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $52,127,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,127,100
- Participant contributions
- $1,756,759
- Total income / additions
- $10,210,724
- Benefits paid
- $1,421,827
- Administrative expenses
- $40,091
- Total expenses
- $1,461,918
- Net increase / (decrease)
- $8,748,806
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | NONE | $32,561 | not reported in the loaded dataset |
| Tiaa | NONE | $25 | $0 |