Western Reserve Academy Employee Retirement Plan — Form 5500 plan (Western Reserve Academy)
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 Reserve Academy Employee Retirement Plan is a benefit plan reported by Western Reserve Academy under EIN 34-0714390 and plan number 003. The latest loaded filing year is 2023. The filing reports 194 participants and $11,212,280 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Reserve Academy
- EIN
- 34-0714390
- Plan number
- 003
- Plan type
- 2
- Location
- Hudson, OH
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $11,212,280
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20241010164916NAL0021469601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,212,280
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,212,280
- Net assets (BOY)
- $10,333,206
Income & contributions
- Participant contributions
- $569,823
- Total contributions
- $623,068
- Total income / additions
- $2,068,454
Expenses & distributions
- Benefits paid
- $1,177,244
- Administrative expenses
- $12,136
- Total expenses
- $1,189,380
- Net increase / (decrease)
- $879,074
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Henderson Bros. Ret. Serv. | NONE | $15,503 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $75 | $0 | 2023 |