Wheeling Jesuit University Defined Contribution Plan — Form 5500 plan (Wheeling 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, Wheeling Jesuit University Defined Contribution Plan is a benefit plan reported by Wheeling University under EIN 55-0394213 and plan number 001. The latest loaded filing year is 2023. The filing reports 637 participants and $40,346,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wheeling University
- EIN
- 55-0394213
- Plan number
- 001
- Plan type
- 2
- Location
- Wheeling, WV
- Latest filing year
- 2023
- Participants
- 637
- End-of-year plan assets
- $40,346,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 637 | H, C | 20241011144648NAL0012621475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,346,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,346,049
- Net assets (BOY)
- $37,759,086
Income & contributions
- Employer contributions
- $91,684
- Participant contributions
- $221,322
- Total contributions
- $348,526
- Total income / additions
- $5,800,712
Expenses & distributions
- Benefits paid
- $3,170,528
- Administrative expenses
- $43,221
- Total expenses
- $3,213,749
- Net increase / (decrease)
- $2,586,963
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Henderson Bros. Ret. Plan Serv. | ADVISOR | $30,542 | not reported in the loaded dataset | 2023 |
| Tiaa - Teachers Insurance And Annui | RECORDKEEPER | $13,232 | $0 | 2023 |