2023 Form 5500 filing — Western Reserve Academy Employee 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 20241010164916NAL0021469601001) for Western Reserve Academy Employee Retirement Plan, reported by Western Reserve Academy under EIN 34-0714390 and plan number 003. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010164916NAL0021469601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Reserve Academy
- EIN
- 34-0714390
- Plan number
- 003
- Location
- Hudson, OH
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,212,280
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,212,280
- Participant contributions
- $569,823
- Total income / additions
- $2,068,454
- Benefits paid
- $1,177,244
- Administrative expenses
- $12,136
- Total expenses
- $1,189,380
- Net increase / (decrease)
- $879,074
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Henderson Bros. Ret. Serv. | NONE | $15,503 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $75 | $0 |