2023 Form 5500 filing — Wheeling Jesuit 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 20241011144648NAL0012621475001) for Wheeling Jesuit University Defined Contribution Plan, reported by Wheeling University under EIN 55-0394213 and plan number 001. It reports 637 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011144648NAL0012621475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wheeling University
- EIN
- 55-0394213
- Plan number
- 001
- Location
- Wheeling, WV
- Participants
- 637
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,346,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,346,049
- Employer contributions
- $91,684
- Participant contributions
- $221,322
- Total income / additions
- $5,800,712
- Benefits paid
- $3,170,528
- Administrative expenses
- $43,221
- Total expenses
- $3,213,749
- Net increase / (decrease)
- $2,586,963
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Henderson Bros. Ret. Plan Serv. | ADVISOR | $30,542 | not reported in the loaded dataset |
| Tiaa - Teachers Insurance And Annui | RECORDKEEPER | $13,232 | $0 |