Wabash College Retirement Plan — Form 5500 plan (Wabash College)
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, Wabash College Retirement Plan is a benefit plan reported by Wabash College under EIN 35-0868202 and plan number 001. The latest loaded filing year is 2023. The filing reports 842 participants and $107,861,340 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wabash College
- EIN
- 35-0868202
- Plan number
- 001
- Plan type
- 2
- Location
- Crawfordsville, IN
- Latest filing year
- 2023
- Participants
- 842
- End-of-year plan assets
- $107,861,340
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 842 | H, C | 20240908105503NAL0001827267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $107,861,340
- Net assets (EOY)
- $107,861,340
- Net assets (BOY)
- $96,529,341
Income & contributions
- Employer contributions
- $1,947,790
- Participant contributions
- $1,650,385
- Total contributions
- $4,045,519
- Total income / additions
- $18,520,496
Expenses & distributions
- Benefits paid
- $7,051,662
- Administrative expenses
- $116,214
- Total expenses
- $7,188,497
- Net increase / (decrease)
- $11,331,999
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $45,740 | not reported in the loaded dataset | 2023 |
| Plan Pilot, LLC | NONE | $40,813 | not reported in the loaded dataset | 2023 |
| Forvis Llp | NONE | $29,661 | not reported in the loaded dataset | 2023 |