Walsh College Pension Plan — Form 5500 plan (Walsh 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, Walsh College Pension Plan is a benefit plan reported by Walsh College under EIN 38-1308480 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $8,151,119 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.2MPlan net assets, end of year$8,151,119
Participants142Covered participants reported
Assets / participant$57.4KComputed: assets ÷ participants$57,402 (computed)
Provider compensation$43.6K2 Schedule C provider row(s)$43,620
- Plan sponsor
- Walsh College
- EIN
- 38-1308480
- Plan number
- 001
- Plan type
- 2
- Location
- Troy, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20250813093724NAL0019924338001 |
Schedule H · 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)$8.2M total assets
Net assets$8.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,151,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,151,119
- Net assets (BOY)
- $7,523,250
Income & contributions
- Employer contributions
- $417,451
- Total contributions
- $417,451
- Total income / additions
- $1,150,807
Expenses & distributions
- Benefits paid
- $478,839
- Administrative expenses
- $44,099
- Total expenses
- $522,938
- Net increase / (decrease)
- $627,869
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $32,306 | $0 | 2023 |
| Comerica Bank | NONE | $11,203 | $111 | 2023 |