2023 Form 5500 filing — Willamette University Defined Contribution 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 20240731192542NAL0014719603001) for Willamette University Defined Contribution Retirement Plan, reported by Willamette University under EIN 93-0386972 and plan number 002. It reports 1,533 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731192542NAL0014719603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Willamette University
- EIN
- 93-0386972
- Plan number
- 002
- Location
- Salem, OR
- Participants
- 1,533
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $194,758,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $194,758,742
- Employer contributions
- $4,486,252
- Participant contributions
- $3,177,336
- Total income / additions
- $33,940,865
- Benefits paid
- $15,676,505
- Administrative expenses
- $89,193
- Total expenses
- $15,778,215
- Net increase / (decrease)
- $18,162,650
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $87,694 | $0 |
| American International Group, Inc. | RECORDKEEPER | $1,923 | not reported in the loaded dataset |