2023 Form 5500 filing — The Willard Inter-Continental Hotel 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 20241011094801NAL0022512737001) for The Willard Inter-Continental Hotel Retirement Plan, reported by Willard Associates under EIN 58-1349933 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011094801NAL0022512737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Willard Associates
- EIN
- 58-1349933
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,632,283
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,632,283
- Employer contributions
- $326,873
- Total income / additions
- $809,675
- Benefits paid
- $349,665
- Administrative expenses
- $237,387
- Total expenses
- $587,052
- Net increase / (decrease)
- $222,623
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Investments Usa Inc. | NONE | $82,884 | not reported in the loaded dataset |
| Aon Consulting, Inc. | NONE | $17,489 | not reported in the loaded dataset |
| Windham Brannon, Pc | NONE | $15,500 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $13,247 | not reported in the loaded dataset |
| L&G Treasury 15+ Strips Cit Fund | NONE | $4,680 | not reported in the loaded dataset |