Washington And Lee University Defined Contribution Plan — Form 5500 plan (Washington And Lee 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, Washington And Lee University Defined Contribution Plan is a benefit plan reported by Washington And Lee University under EIN 54-0505977 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,299 participants and $407,522,813 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Washington And Lee University
- EIN
- 54-0505977
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, VA
- Latest filing year
- 2023
- Participants
- 2,299
- End-of-year plan assets
- $407,522,813
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,299 | H, C | 20240903173739NAL0019212769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $407,522,813
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $407,522,813
- Net assets (BOY)
- $365,303,204
Income & contributions
- Employer contributions
- $7,331,669
- Participant contributions
- $7,327,046
- Total contributions
- $16,753,843
- Total income / additions
- $68,248,168
Expenses & distributions
- Benefits paid
- $25,669,118
- Administrative expenses
- $349,235
- Total expenses
- $26,028,559
- Net increase / (decrease)
- $42,219,609
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $187,627 | $0 | 2023 |
| Sageview Advisory Group, LLC | NONE | $95,579 | not reported in the loaded dataset | 2023 |
| Fidelity Inv Inst Oper Company, Inc | NONE | $43,960 | $0 | 2023 |
| Insero And Company, Cpas, P.C. | NONE | $13,650 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | NONE | $8,419 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Washington And Lee University
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Lexington, VA
- Tiaa — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Fidelity Inv Inst Oper Company, Inc — Schedule C compensation
- Insero And Company, Cpas, P.C. — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation