2023 Form 5500 filing — Emeriti Retiree Health Plan For Whittier College
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 20241015162222NAL0016868371001) for Emeriti Retiree Health Plan For Whittier College, reported by Whittier College under EIN 95-1644048 and plan number 508. It reports 353 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)$2.2MReported net assets$2,163,717
Participants353
Provider compensation$21.7K1 Schedule C row(s)$21,673
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015162222NAL0016868371001
- Plan sponsor
- Whittier College
- EIN
- 95-1644048
- Plan number
- 508
- Location
- Whittier, CA
- 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)$2.2M total assets
Net assets$2.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,163,717
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,163,717
- Employer contributions
- $58,759
- Participant contributions
- $25,972
- Total income / additions
- $328,876
- Benefits paid
- $55,398
- Administrative expenses
- $21,673
- Total expenses
- $77,071
- Net increase / (decrease)
- $251,805
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Emeriti Retirement Health Solutions | CONSULTANT | $21,673 | not reported in the loaded dataset |