2023 Form 5500 filing — The Wgbh Educational Foundation 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 20240927130846NAL0001077939001) for The Wgbh Educational Foundation Retirement Plan, reported by Wgbh Educational Foundation under EIN 04-2104397 and plan number 005. It reports 2,242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927130846NAL0001077939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wgbh Educational Foundation
- EIN
- 04-2104397
- Plan number
- 005
- Location
- Boston, MA
- Participants
- 2,242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $326,961,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $326,961,355
- Employer contributions
- $2,505,010
- Participant contributions
- $6,554,825
- Total income / additions
- $59,844,090
- Benefits paid
- $19,683,182
- Administrative expenses
- $375,328
- Total expenses
- $20,063,404
- Net increase / (decrease)
- $39,780,686
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Cref | RECORDKEEPER | $82,847 | not reported in the loaded dataset |
| Fidelity Investment Inst. Operation | OTHER | $78,434 | $0 |
| Caron & Bletzer | LEGAL | $21,800 | not reported in the loaded dataset |
| Timescale Financial, Inc. | INV. ADVISORY | $19,000 | not reported in the loaded dataset |
| One Digital Investment Advisor | INV. ADVISORY | $19,000 | not reported in the loaded dataset |