2023 Form 5500 filing — Whitman 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 20250411162632NAL0023536465001) for Whitman College Retirement Plan, reported by Board Of Trustees Of Whitman College under EIN 91-0567740 and plan number 001. It reports 1,261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411162632NAL0023536465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees Of Whitman College
- EIN
- 91-0567740
- Plan number
- 001
- Location
- Walla Walla, WA
- Participants
- 1,261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $209,480,900
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $209,480,900
- Employer contributions
- $3,654,337
- Participant contributions
- $3,032,176
- Total income / additions
- $30,960,027
- Benefits paid
- $14,696,260
- Administrative expenses
- $58,916
- Total expenses
- $14,755,176
- Net increase / (decrease)
- $16,204,851
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $56,116 | $0 |