2023 Form 5500 filing — Whittier College 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 20241015153739NAL0016776227001) for Whittier College 403(B) Plan, reported by Whittier College under EIN 95-1644048 and plan number 001. It reports 979 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153739NAL0016776227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whittier College
- EIN
- 95-1644048
- Plan number
- 001
- Location
- Whittier, CA
- Participants
- 979
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $139,401,107
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $139,401,107
- Employer contributions
- $397,195
- Participant contributions
- $1,422,028
- Total income / additions
- $20,257,516
- Benefits paid
- $7,897,391
- Administrative expenses
- $179,293
- Total expenses
- $8,089,195
- Net increase / (decrease)
- $12,168,321
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | NONE | $99,046 | not reported in the loaded dataset |
| Tiaa | NONE | $43,072 | $0 |
| Armanino Llp | NONE | $37,175 | not reported in the loaded dataset |