2023 Form 5500 filing — Illinois Wesleyan University 403(B) Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240119100720NAL0005305217001) for Illinois Wesleyan University 403(B) Retirement Plan, reported by Illinois Wesleyan University under EIN 37-0662594 and plan number 001. It reports 961 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants961
Provider compensation$51.9K3 Schedule C row(s)$51,858
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240119100720NAL0005305217001
Plan sponsor
Illinois Wesleyan University
EIN
37-0662594
Plan number
001
Location
Bloomington, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$6.7M
Total expenses$6.1M
Benefits paid / distributions$6.1M
Contributions
Employer$289.9K
Participant$451.7K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$289,905
Participant contributions
$451,652
Total income / additions
$6,691,792
Benefits paid
$6,069,716
Administrative expenses
$51,858
Total expenses
$6,121,574
Net increase / (decrease)
$570,218
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $29K
  2. 2
    NONE · Direct $14.2K
  3. 3
    Tiaa$8.7K
    NONE · Direct $8.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240119100720NAL0005305217001 cover?
It is the 2023 Form 5500 filing for Illinois Wesleyan University 403(B) Retirement Plan, reported by Illinois Wesleyan University (EIN 37-0662594).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages