2023 Form 5500 filing — Washington And Lee University Retiree Health 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 20240826144958NAL0009800033001) for Washington And Lee University Retiree Health Plan, reported by Washington And Lee University under EIN 54-0505977 and plan number 509. It reports 479 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2MReported net assets$1,952,882
Participants479
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20240826144958NAL0009800033001
- Plan sponsor
- Washington And Lee University
- EIN
- 54-0505977
- Plan number
- 509
- Location
- Lexington, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2M total assets
Net assets$2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,952,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,952,882
- Employer contributions
- $166,177
- Total income / additions
- $397,349
- Benefits paid
- $32,390
- Administrative expenses
- $0
- Total expenses
- $32,390
- Net increase / (decrease)
- $364,959