2023 Form 5500 filing — Whitehead Institute For Biomedical Research Retiree Medical 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 20250113105048NAL0037182514001) for Whitehead Institute For Biomedical Research Retiree Medical Plan, reported by Whitehead Institute For Biomedical Research under EIN 06-1043412 and plan number 511. It reports 72 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.2MReported net assets$7,225,345
Participants72
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20250113105048NAL0037182514001
- Plan sponsor
- Whitehead Institute For Biomedical Research
- EIN
- 06-1043412
- Plan number
- 511
- Location
- Cambridge, MA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.2M total assets
Net assets$7.2MLiabilities—
Full reported line items
- Total assets (EOY)
- $7,225,345
- Net assets (EOY)
- $7,225,345
- Employer contributions
- $75,000
- Total income / additions
- $907,482
- Benefits paid
- $221,166
- Administrative expenses
- $29,025
- Total expenses
- $250,191
- Net increase / (decrease)
- $657,291