Retirement Plan For Employees Of Whitehead Insti- Tute For Biomedical Research — Form 5500 plan (Whitehead Institute For Biomedical Research)
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, Retirement Plan For Employees Of Whitehead Insti- Tute For Biomedical Research is a benefit plan reported by Whitehead Institute For Biomedical Research under EIN 06-1043412 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,075 participants and $88,796,020 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whitehead Institute For Biomedical Research
- EIN
- 06-1043412
- Plan number
- 001
- Plan type
- 2
- Location
- Cambridge, MA
- Latest filing year
- 2023
- Participants
- 1,075
- End-of-year plan assets
- $88,796,020
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,075 | H, C | 20240731154103NAL0021820097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,796,020
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,796,020
- Net assets (BOY)
- $75,150,050
Income & contributions
- Employer contributions
- $2,341,252
- Total contributions
- $2,392,155
- Total income / additions
- $15,347,775
Expenses & distributions
- Benefits paid
- $1,671,647
- Administrative expenses
- $30,158
- Total expenses
- $1,701,805
- Net increase / (decrease)
- $13,645,970
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | NONE | $23,337 | not reported in the loaded dataset | 2023 |
| Parker, Brown, Macaulay & Sheerin | NONE | $6,697 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $125 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Whitehead Institute For Biomedical Research
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Cambridge, MA
- Capfinancial Partners, LLC — Schedule C compensation
- Parker, Brown, Macaulay & Sheerin — Schedule C compensation
- Tiaa — Schedule C compensation