2023 Form 5500 filing — World Resources Institute Pension 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 20241016083126NAL0015712979001) for World Resources Institute Pension Plan, reported by World Resources Institute under EIN 52-1257057 and plan number 001. It reports 1,021 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016083126NAL0015712979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- World Resources Institute
- EIN
- 52-1257057
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 1,021
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,898,161
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,898,161
- Employer contributions
- $4,499,147
- Participant contributions
- $5,779,034
- Total income / additions
- $27,353,779
- Benefits paid
- $4,936,944
- Administrative expenses
- $230,656
- Total expenses
- $5,167,600
- Net increase / (decrease)
- $22,186,179
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | NONE | $172,832 | not reported in the loaded dataset |
| Cpi Qualified Plan Consultants, Inc | NONE | $57,824 | not reported in the loaded dataset |