The Willard Inter-Continental Hotel Retirement Plan — Form 5500 plan (Willard Associates)
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, The Willard Inter-Continental Hotel Retirement Plan is a benefit plan reported by Willard Associates under EIN 58-1349933 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $4,632,283 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Willard Associates
- EIN
- 58-1349933
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $4,632,283
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20241011094801NAL0022512737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,632,283
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,632,283
- Net assets (BOY)
- $4,409,660
Income & contributions
- Employer contributions
- $326,873
- Total contributions
- $326,873
- Total income / additions
- $809,675
Expenses & distributions
- Benefits paid
- $349,665
- Administrative expenses
- $237,387
- Total expenses
- $587,052
- Net increase / (decrease)
- $222,623
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Investments Usa Inc. | NONE | $82,884 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc. | NONE | $17,489 | not reported in the loaded dataset | 2023 |
| Windham Brannon, Pc | NONE | $15,500 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | NONE | $13,247 | not reported in the loaded dataset | 2023 |
| L&G Treasury 15+ Strips Cit Fund | NONE | $4,680 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Willard Associates
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Aon Investments Usa Inc. — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation
- Windham Brannon, Pc — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- L&G Treasury 15+ Strips Cit Fund — Schedule C compensation