Western New England University Defined Contribution Retirement Plan — Form 5500 plan (Western New England University)
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, Western New England University Defined Contribution Retirement Plan is a benefit plan reported by Western New England University under EIN 04-2108376 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,898 participants and $266,632,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western New England University
- EIN
- 04-2108376
- Plan number
- 001
- Plan type
- 2
- Location
- Springfield, MA
- Latest filing year
- 2023
- Participants
- 1,898
- End-of-year plan assets
- $266,632,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,898 | H, C | 20240731154936NAL0047338946001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $266,632,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $266,632,559
- Net assets (BOY)
- $244,214,071
Income & contributions
- Employer contributions
- $1,562,672
- Participant contributions
- $4,151,768
- Total contributions
- $7,403,351
- Total income / additions
- $40,498,177
Expenses & distributions
- Benefits paid
- $17,940,248
- Administrative expenses
- $133,964
- Total expenses
- $18,079,689
- Net increase / (decrease)
- $22,418,488
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $57,299 | $0 | 2023 |
| Fiducient Advisors, LLC | NONE | $42,431 | not reported in the loaded dataset | 2023 |
| Cohnreznick Llp | NONE | $21,525 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | NONE | $12,934 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western New England University
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Springfield, MA
- Tiaa — Schedule C compensation
- Fiducient Advisors, LLC — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation