Wheaton College Retirement Plan — Form 5500 plan (Wheaton 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, Wheaton College Retirement Plan is a benefit plan reported by Wheaton College under EIN 04-2103638 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,567 participants and $199,452,904 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wheaton College
- EIN
- 04-2103638
- Plan number
- 001
- Plan type
- 2
- Location
- Norton, MA
- Latest filing year
- 2023
- Participants
- 1,567
- End-of-year plan assets
- $199,452,904
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,567 | H, C | 20241015121234NAL0049286496001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $199,452,904
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $199,452,904
- Net assets (BOY)
- $180,900,159
Income & contributions
- Employer contributions
- $2,113,439
- Participant contributions
- $2,551,838
- Total contributions
- $6,857,289
- Total income / additions
- $31,933,120
Expenses & distributions
- Benefits paid
- $13,236,766
- Administrative expenses
- $139,597
- Total expenses
- $13,380,375
- Net increase / (decrease)
- $18,552,745
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | INVESTMENT PROVIDER | $81,989 | $0 | 2023 |
| Global Retirement Partners | INVESTMENT ADVISOR | $23,500 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc | THIRD PARTY ADMIN | $17,333 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | NONE | $15,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wheaton College
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Norton, MA
- Tiaa — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- The Angell Pension Group, Inc — Schedule C compensation
- Rsm Us Llp — Schedule C compensation