Washington University Retirement Medical Savings Account Plan — Form 5500 plan (Washington University In St. Louis)
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, Washington University Retirement Medical Savings Account Plan is a benefit plan reported by Washington University In St. Louis under EIN 43-0653611 and plan number 517. The latest loaded filing year is 2023. The filing reports 5,568 participants and $76,599,940 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$76.6MPlan net assets, end of year$76,599,940
Participants5.6KCovered participants reported5,568
Assets / participant$13.8KComputed: assets ÷ participants$13,757 (computed)
Provider compensation$25.8K1 Schedule C provider row(s)$25,848
- Plan sponsor
- Washington University In St. Louis
- EIN
- 43-0653611
- Plan number
- 517
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,568 | H, C | 20241015163850NAL0029134049001 |
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)$76.6M total assets
Net assets$76.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $76,599,940
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,599,940
- Net assets (BOY)
- $63,918,021
Income & contributions
- Participant contributions
- $3,769,805
- Total contributions
- $3,769,805
- Total income / additions
- $14,926,370
Expenses & distributions
- Benefits paid
- $2,200,561
- Administrative expenses
- $43,890
- Total expenses
- $2,244,451
- Net increase / (decrease)
- $12,681,919
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 income15%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Teacher Insurance And Annuity Assoc | RECORDKEEPER | $25,848 | $0 | 2023 |