Plan5500

Wesleyan University Retirement Plan — Form 5500 plan (Wesleyan 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, Wesleyan University Retirement Plan is a benefit plan reported by Wesleyan University under EIN 06-0646959 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,703 participants and $633,290,536 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wesleyan University
EIN
06-0646959
Plan number
001
Plan type
2
Location
Middletown, CT
Latest filing year
2023
Participants
2,703
End-of-year plan assets
$633,290,536

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,703H, C20241014140702NAL0013420259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$633,290,536
Net assets (EOY)
$633,290,536
Net assets (BOY)
$607,257,159

Income & contributions

Employer contributions
$5,400,770
Participant contributions
$4,541,555
Total contributions
$10,879,363
Total income / additions
$45,096,180

Expenses & distributions

Benefits paid
$18,985,342
Administrative expenses
$77,461
Total expenses
$19,062,803
Net increase / (decrease)
$26,033,377

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaanot reported in the loaded dataset$38,669$02023
Fidelity InvestmentsRECORDKEEPER$36,440not reported in the loaded dataset2023

Related Form 5500 pages