2023 Form 5500 filing — The College Of Wooster 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 20241010152013NAL0010182035001) for The College Of Wooster Defined Contribution Plan, reported by The College Of Wooster under EIN 34-0714654 and plan number 001. It reports 1,806 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010152013NAL0010182035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The College Of Wooster
- EIN
- 34-0714654
- Plan number
- 001
- Location
- Wooster, OH
- Participants
- 1,806
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $230,520,759
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $230,520,759
- Employer contributions
- $3,313,276
- Participant contributions
- $2,355,123
- Total income / additions
- $34,672,082
- Benefits paid
- $13,840,987
- Administrative expenses
- $80,546
- Total expenses
- $13,931,374
- Net increase / (decrease)
- $20,740,708
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Adv. Services LLC | NONE | $56,595 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $12,000 | not reported in the loaded dataset |
| Tiaa | NONE | $9,891 | $0 |