Whitehead Institute For Biomedical Research Retiree Medical Plan — 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, Whitehead Institute For Biomedical Research Retiree Medical Plan is a benefit plan reported by Whitehead Institute For Biomedical Research under EIN 06-1043412 and plan number 511. The latest loaded filing year is 2023. The filing reports 72 participants and $7,225,345 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.2MPlan net assets, end of year$7,225,345
Participants72Covered participants reported
Assets / participant$100.4KComputed: assets ÷ participants$100,352 (computed)
Provider compensationNone reported
Plan sponsor
Whitehead Institute For Biomedical Research
EIN
06-1043412
Plan number
511
Plan type
2
Location
Cambridge, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202372I20250113105048NAL0037182514001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.2M total assets
Net assets$7.2MLiabilities
Money in vs. money out
Total income / additions$907.5K
Total expenses$250.2K
Benefits paid / distributions$221.2K
Contributions
Employer$75K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$7,225,345
Net assets (EOY)
$7,225,345
Net assets (BOY)
$6,568,054

Income & contributions

Employer contributions
$75,000
Total income / additions
$907,482

Expenses & distributions

Benefits paid
$221,166
Administrative expenses
$29,025
Total expenses
$250,191
Net increase / (decrease)
$657,291
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income24%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages