2023 Form 5500 filing — Wesleyan University 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 20241014140702NAL0013420259001) for Wesleyan University Retirement Plan, reported by Wesleyan University under EIN 06-0646959 and plan number 001. It reports 2,703 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140702NAL0013420259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wesleyan University
- EIN
- 06-0646959
- Plan number
- 001
- Location
- Middletown, CT
- Participants
- 2,703
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $633,290,536
- Net assets (EOY)
- $633,290,536
- Employer contributions
- $5,400,770
- Participant contributions
- $4,541,555
- Total income / additions
- $45,096,180
- Benefits paid
- $18,985,342
- Administrative expenses
- $77,461
- Total expenses
- $19,062,803
- Net increase / (decrease)
- $26,033,377
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $38,669 | $0 |
| Fidelity Investments | RECORDKEEPER | $36,440 | not reported in the loaded dataset |