2023 Form 5500 filing — Wentworth Institute Of Technology 403(B) 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 20241013125800NAL0014073747001) for Wentworth Institute Of Technology 403(B) Plan, reported by Wentworth Institute Of Technology, Inc. under EIN 04-1958460 and plan number 002. It reports 2,730 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013125800NAL0014073747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wentworth Institute Of Technology, Inc.
- EIN
- 04-1958460
- Plan number
- 002
- Location
- Boston, MA
- Participants
- 2,730
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $201,157,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $201,157,217
- Employer contributions
- $4,595,081
- Participant contributions
- $3,114,144
- Total income / additions
- $34,510,875
- Benefits paid
- $10,601,229
- Administrative expenses
- $138,747
- Total expenses
- $10,742,970
- Net increase / (decrease)
- $23,767,905
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $98,847 | $0 |
| Fiduciary Advisors LLC | INVESTMENT ADVISOR | $34,608 | not reported in the loaded dataset |
| The Angell Pension Group | CONTRACT ADMINISTRATOR | $5,966 | not reported in the loaded dataset |