Plan5500

Whitworth University — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Whitworth University (EIN 91-0473310) is a plan sponsor located in Spokane, WA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
91-0473310
Location
Spokane, WA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Whitworth University

  • 3 loaded plans hold $89.1M in reported assets.
  • The largest, Whitworth University Retirement Plan, holds 97% of this company's reported plan assets.
  • Plans cover 1,814 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$89.1MSummed across loaded plans$89,115,271
Total reported assets$89.1M$89,115,271
Total reported participants1.8K1,814
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$89.1M total assets
Net assets$89.1MLiabilities$0
Contributions & income
Employer contributions$2.6M
Participant contributions$3.4M
Total income / additions$20.3M
Expenses & distributions
Benefits paid / distributions$10.3M
Total expenses$10.4M
Net increase / (decrease)$10M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets97%Whitworth University Retirement Plan
Participants per plan605Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Whitworth University Retirement Plan$86.7M
    Plan #001 · 749 participants · 2023
  2. 2
    Whitworth University Employee Veba Trust$2.4M
    Plan #520 · 557 participants · 2023
  3. 3
    Whitworth University Welfare Plannot reported in the loaded dataset
    Plan #502 · 508 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Whitworth University. Open one for its full reported snapshot.

  1. 2023
    Whitworth University Employee Veba Trust557 participants · 2Sch HSch C
    View filing →
  2. 2023
    Whitworth University Retirement Plan749 participants · 2Sch HSch C
    View filing →
  3. 2023
    Whitworth University Welfare Plan508 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Whitworth University report on Form 5500?
Whitworth University (EIN 91-0473310) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Whitworth University?
The Employer Identification Number (EIN) reported for Whitworth University is 91-0473310.
What is the latest Form 5500 filing year for Whitworth University?
The latest loaded Form 5500 filing year for Whitworth University is 2023.

Related Form 5500 pages