2023 Form 5500 filing — The Retirement Income Plan For Employees Of The Colonial Williamsburg Foundation
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 20241010065030NAL0033456960001) for The Retirement Income Plan For Employees Of The Colonial Williamsburg Foundation, reported by The Colonial Williamsburg Foundation under EIN 54-0505888 and plan number 001. It reports 4,336 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010065030NAL0033456960001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Colonial Williamsburg Foundation
- EIN
- 54-0505888
- Plan number
- 001
- Location
- Williamsburg, VA
- Participants
- 4,336
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $291,470,246
- Total liabilities (EOY)
- $2,889
- Net assets (EOY)
- $291,467,357
- Total income / additions
- $8,502,429
- Benefits paid
- $15,726,085
- Administrative expenses
- $2,953,607
- Total expenses
- $18,679,692
- Net increase / (decrease)
- -$10,177,263
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Investure Evergreen Fund | NONE | $635,906 | not reported in the loaded dataset |
| Aon Consulting | NONE | $277,770 | not reported in the loaded dataset |
| Strategic Investment Group | NONE | $269,119 | $0 |
| Bank Of New York Mellon | NONE | $155,075 | $0 |
| Fidelity Institutional Asset | NONE | $92,967 | $0 |
| Bdo Usa | NONE | $34,132 | not reported in the loaded dataset |
| Voya Investment Trust Co. | NONE | $33,042 | not reported in the loaded dataset |