Woodland Park Zoological Society 403(B) Retirement Plan — Form 5500 plan (Woodland Park Zoological Society)

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, Woodland Park Zoological Society 403(B) Retirement Plan is a benefit plan reported by Woodland Park Zoological Society under EIN 91-6070005 and plan number 001. The latest loaded filing year is 2023. The filing reports 632 participants and $50,079,267 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Woodland Park Zoological Society
EIN
91-6070005
Plan number
001
Plan type
2
Location
Seattle, WA
Latest filing year
2023
Participants
632
End-of-year plan assets
$50,079,267

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023632H, C20241014101123NAL0026991681001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,079,267
Total liabilities (EOY)
$0
Net assets (EOY)
$50,079,267
Net assets (BOY)
$44,312,900

Income & contributions

Employer contributions
$1,060,400
Participant contributions
$2,034,607
Total contributions
$3,171,297
Total income / additions
$9,047,254

Expenses & distributions

Benefits paid
$3,163,229
Administrative expenses
$111,494
Total expenses
$3,280,887
Net increase / (decrease)
$5,766,367

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National Life Insurance CoSERVICE PROVIDER$65,483$02023
Asi, LLCCONSULTANT$46,011not reported in the loaded dataset2023

Related Form 5500 pages