Whitman College Retirement Plan — Form 5500 plan (Board Of Trustees Of Whitman 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, Whitman College Retirement Plan is a benefit plan reported by Board Of Trustees Of Whitman College under EIN 91-0567740 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,261 participants and $209,480,900 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Whitman College
EIN
91-0567740
Plan number
001
Plan type
2
Location
Walla Walla, WA
Latest filing year
2023
Participants
1,261
End-of-year plan assets
$209,480,900

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,261H, C20250411162632NAL0023536465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$209,480,900
Total liabilities (EOY)
$0
Net assets (EOY)
$209,480,900
Net assets (BOY)
$193,276,049

Income & contributions

Employer contributions
$3,654,337
Participant contributions
$3,032,176
Total contributions
$8,324,957
Total income / additions
$30,960,027

Expenses & distributions

Benefits paid
$14,696,260
Administrative expenses
$58,916
Total expenses
$14,755,176
Net increase / (decrease)
$16,204,851

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$56,116$02023

Related Form 5500 pages