2023 Form 5500 filing — Washington And Lee University Defined Contribution 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 20240903173739NAL0019212769001) for Washington And Lee University Defined Contribution Plan, reported by Washington And Lee University under EIN 54-0505977 and plan number 001. It reports 2,299 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)$407.5MReported net assets$407,522,813
Participants2.3K2,299
Provider compensation$349.2K5 Schedule C row(s)$349,235
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240903173739NAL0019212769001
- Plan sponsor
- Washington And Lee University
- EIN
- 54-0505977
- Plan number
- 001
- Location
- Lexington, VA
- 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)$407.5M total assets
Net assets$407.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $407,522,813
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $407,522,813
- Employer contributions
- $7,331,669
- Participant contributions
- $7,327,046
- Total income / additions
- $68,248,168
- Benefits paid
- $25,669,118
- Administrative expenses
- $349,235
- Total expenses
- $26,028,559
- Net increase / (decrease)
- $42,219,609
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $187,627 | $0 |
| Sageview Advisory Group, LLC | NONE | $95,579 | not reported in the loaded dataset |
| Fidelity Inv Inst Oper Company, Inc | NONE | $43,960 | $0 |
| Insero And Company, Cpas, P.C. | NONE | $13,650 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | NONE | $8,419 | not reported in the loaded dataset |