Wellesley College 403(B) Retirement Plan — 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 College 403(B) Retirement Plan is a benefit plan reported by Wellesley College under EIN 04-2103637 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,735 participants and $721,940,454 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wellesley College
- EIN
- 04-2103637
- Plan number
- 002
- Plan type
- 2
- Location
- Wellesley, MA
- Latest filing year
- 2023
- Participants
- 3,735
- End-of-year plan assets
- $721,940,454
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,735 | H, C | 20241001102732NAL0003898675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $721,940,454
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $721,940,454
- Net assets (BOY)
- $639,841,511
Income & contributions
- Employer contributions
- $9,044,077
- Participant contributions
- $10,098,675
- Total contributions
- $23,343,041
- Total income / additions
- $113,732,198
Expenses & distributions
- Benefits paid
- $31,314,288
- Administrative expenses
- $318,967
- Total expenses
- $31,633,255
- Net increase / (decrease)
- $82,098,943
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $210,987 | $0 | 2023 |
| Fiducient Advisors, LLC | NONE | $48,722 | not reported in the loaded dataset | 2023 |
| Harvard Square Financial Planning | NONE | $27,550 | not reported in the loaded dataset | 2023 |
| Harry K. Friedman | NONE | $17,641 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc | THIRD PARTY ADMINISTRATO | $14,547 | not reported in the loaded dataset | 2023 |
| Fidelity Inv Inst Oper Company Inc | RECORDKEEPER | $2,195 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wellesley College
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Wellesley, MA
- Tiaa — Schedule C compensation
- Fiducient Advisors, LLC — Schedule C compensation
- Harvard Square Financial Planning — Schedule C compensation
- Harry K. Friedman — Schedule C compensation
- The Angell Pension Group, Inc — Schedule C compensation
- Fidelity Inv Inst Oper Company Inc — Schedule C compensation