2023 Form 5500 filing — Washington And Lee University Defined Contribution 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 20240903173739NAL0019212769001) for Washington And Lee University Defined Contribution Plan, reported by Washington And Lee University under EIN 54-0505977 and plan number 001. It reports 2,299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903173739NAL0019212769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Washington And Lee University
- EIN
- 54-0505977
- Plan number
- 001
- Location
- Lexington, VA
- Participants
- 2,299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $407,522,813
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $407,522,813
- Employer contributions
- $7,331,669
- Participant contributions
- $7,327,046
- Total income / additions
- $68,248,168
- Benefits paid
- $25,669,118
- Administrative expenses
- $349,235
- Total expenses
- $26,028,559
- Net increase / (decrease)
- $42,219,609
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $187,627 | $0 |
| Sageview Advisory Group, LLC | NONE | $95,579 | not reported in the loaded dataset |
| Fidelity Inv Inst Oper Company, Inc | NONE | $43,960 | $0 |
| Insero And Company, Cpas, P.C. | NONE | $13,650 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | NONE | $8,419 | not reported in the loaded dataset |