Emeriti Retiree Health Plan For Illinois Wesleyan University — Form 5500 plan (Illinois 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, Emeriti Retiree Health Plan For Illinois Wesleyan University is a benefit plan reported by Illinois Wesleyan University under EIN 37-0662594 and plan number 575. The latest loaded filing year is 2023. The filing reports 326 participants and $4,754,727 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Illinois Wesleyan University
- EIN
- 37-0662594
- Plan number
- 575
- Plan type
- 2
- Location
- Bloomington, IL
- Latest filing year
- 2023
- Participants
- 326
- End-of-year plan assets
- $4,754,727
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 326 | H, C | 20241014093834NAL0025838097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,754,727
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,754,727
- Net assets (BOY)
- $4,356,141
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $25,372
- Total contributions
- $25,372
- Total income / additions
- $543,942
Expenses & distributions
- Benefits paid
- $119,988
- Administrative expenses
- $25,368
- Total expenses
- $145,356
- Net increase / (decrease)
- $398,586
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Emeriti Retirement Health Solutions | CONSULTANT | $13,868 | not reported in the loaded dataset | 2023 |
| Insero & Co. Cpas, Llp | NONE | $11,500 | not reported in the loaded dataset | 2023 |