2023 Form 5500 filing — W.E. Upjohn Institute For Employment Research 403(B) Dc 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 20241014110927NAL0014818659001) for W.E. Upjohn Institute For Employment Research 403(B) Dc Plan, reported by W.E. Upjohn Institute For Employment Research under EIN 38-1360419 and plan number 003. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$46.3MReported net assets$46,254,507
Participants188
Provider compensation$62.5K2 Schedule C row(s)$62,488
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014110927NAL0014818659001
- Plan sponsor
- W.E. Upjohn Institute For Employment Research
- EIN
- 38-1360419
- Plan number
- 003
- Location
- Kalamazoo, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$46.3M total assets
Net assets$46.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $46,254,507
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,254,507
- Employer contributions
- $979,615
- Participant contributions
- $815,159
- Total income / additions
- $7,674,329
- Benefits paid
- $1,758,785
- Administrative expenses
- $62,488
- Total expenses
- $1,821,273
- Net increase / (decrease)
- $5,853,056
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors, Inc | NONE KNOWN | $42,000 | not reported in the loaded dataset |
| Tiaa | NONE KNOWN | $20,488 | $0 |