2023 Form 5500 filing — Washington University Retirement Savings 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 20241015160838NAL0015046915001) for Washington University Retirement Savings Plan, reported by Washington University In St. Louis under EIN 43-0653611 and plan number 001. It reports 36,943 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160838NAL0015046915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Washington University In St. Louis
- EIN
- 43-0653611
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 36,943
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,741,301,721
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,741,301,721
- Employer contributions
- $135,469,420
- Participant contributions
- $171,610,046
- Total income / additions
- $1,181,554,520
- Benefits paid
- $315,502,266
- Administrative expenses
- $1,148,561
- Total expenses
- $317,178,505
- Net increase / (decrease)
- $864,376,015
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $1,031,183 | $0 |
| Capfinancial Partners, LLC | NONE | $75,000 | not reported in the loaded dataset |
| Forvis Mazars, Llp | NONE | $38,452 | not reported in the loaded dataset |