Wellesley Coll Pension Pln For Classified Ofc And Svc Ees — Form 5500 plan (Wellesley College)
Plain-English plan 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, Wellesley Coll Pension Pln For Classified Ofc And Svc Ees is a benefit plan reported by Wellesley College under EIN 04-2103637 and plan number 001. The latest loaded filing year is 2023. The filing reports 434 participants and $66,951,411 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wellesley College
- EIN
- 04-2103637
- Plan number
- 001
- Plan type
- 2
- Location
- Wellesley, MA
- Latest filing year
- 2023
- Participants
- 434
- End-of-year plan assets
- $66,951,411
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 434 | H, C | 20250414131907NAL0000785555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,951,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,951,411
- Net assets (BOY)
- $61,470,195
Income & contributions
- Employer contributions
- $1,847,164
- Total contributions
- $1,847,164
- Total income / additions
- $10,662,571
Expenses & distributions
- Benefits paid
- $4,826,560
- Administrative expenses
- $354,795
- Total expenses
- $5,181,355
- Net increase / (decrease)
- $5,481,216
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | NONE | $181,685 | not reported in the loaded dataset | 2023 |
| State Street Bank | NONE | $173,109 | $0 | 2023 |