2023 Form 5500 filing — Wheaton College 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 20241015121234NAL0049286496001) for Wheaton College Retirement Plan, reported by Wheaton College under EIN 04-2103638 and plan number 001. It reports 1,567 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121234NAL0049286496001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wheaton College
- EIN
- 04-2103638
- Plan number
- 001
- Location
- Norton, MA
- Participants
- 1,567
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $199,452,904
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $199,452,904
- Employer contributions
- $2,113,439
- Participant contributions
- $2,551,838
- Total income / additions
- $31,933,120
- Benefits paid
- $13,236,766
- Administrative expenses
- $139,597
- Total expenses
- $13,380,375
- Net increase / (decrease)
- $18,552,745
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | INVESTMENT PROVIDER | $81,989 | $0 |
| Global Retirement Partners | INVESTMENT ADVISOR | $23,500 | not reported in the loaded dataset |
| The Angell Pension Group, Inc | THIRD PARTY ADMIN | $17,333 | not reported in the loaded dataset |
| Rsm Us Llp | NONE | $15,750 | not reported in the loaded dataset |