2023 Form 5500 filing — World Learning, Inc. 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 20241015101304NAL0016122899001) for World Learning, Inc. Retirement Plan, reported by World Learning, Inc. under EIN 03-0179592 and plan number 001. It reports 1,217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101304NAL0016122899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- World Learning, Inc.
- EIN
- 03-0179592
- Plan number
- 001
- Location
- Brattleboro, VT
- Participants
- 1,217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,539,922
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,539,922
- Employer contributions
- $839,604
- Participant contributions
- $1,479,865
- Total income / additions
- $14,577,023
- Benefits paid
- $5,466,007
- Administrative expenses
- $116,363
- Total expenses
- $5,582,370
- Net increase / (decrease)
- $8,994,653
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $68,993 | $0 |
| Trg Investment Advisors, LLC | NONE | $47,370 | not reported in the loaded dataset |