2023 Form 5500 filing — Washington University Retirement Medical Savings Account 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 20241015163850NAL0029134049001) for Washington University Retirement Medical Savings Account Plan, reported by Washington University In St. Louis under EIN 43-0653611 and plan number 517. It reports 5,568 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$76.6MReported net assets$76,599,940
Participants5.6K5,568
Provider compensation$25.8K1 Schedule C row(s)$25,848
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015163850NAL0029134049001
Plan sponsor
Washington University In St. Louis
EIN
43-0653611
Plan number
517
Location
St. Louis, MO
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$76.6M total assets
Net assets$76.6MLiabilities$0
Money in vs. money out
Total income / additions$14.9M
Total expenses$2.2M
Benefits paid / distributions$2.2M
Contributions
EmployerNot reported
Participant$3.8M
Full reported line items
Total assets (EOY)
$76,599,940
Total liabilities (EOY)
$0
Net assets (EOY)
$76,599,940
Participant contributions
$3,769,805
Total income / additions
$14,926,370
Benefits paid
$2,200,561
Administrative expenses
$43,890
Total expenses
$2,244,451
Net increase / (decrease)
$12,681,919

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Teacher Insurance And Annuity AssocRECORDKEEPER$25,848$0

Related Form 5500 pages