2023 Form 5500 filing — Retirement Plan For Employees Of Woods Hole Oceanographic Institution
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 20250402144932NAL0009896001001) for Retirement Plan For Employees Of Woods Hole Oceanographic Institution, reported by Woods Hole Oceanographic Institution under EIN 04-2105850 and plan number 001. It reports 942 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402144932NAL0009896001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Woods Hole Oceanographic Institution
- EIN
- 04-2105850
- Plan number
- 001
- Location
- Woods Hole, MA
- Participants
- 942
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $186,009,539
- Total liabilities (EOY)
- $281,989
- Net assets (EOY)
- $185,727,550
- Employer contributions
- $5,025,000
- Total income / additions
- $25,784,472
- Benefits paid
- $14,836,472
- Administrative expenses
- $1,169,333
- Total expenses
- $16,005,805
- Net increase / (decrease)
- $9,778,667
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Associates | NONE | $455,033 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $257,086 | not reported in the loaded dataset |
| State Street Bank | NONE | $119,366 | not reported in the loaded dataset |
| Cbiz Cpas | NONE | $68,110 | not reported in the loaded dataset |
| Acadian Emerging Markets Ii | NONE | $53,092 | not reported in the loaded dataset |
| Clifton Group Parametric | NONE | $24,404 | not reported in the loaded dataset |
| Pricewaterhouse Coopers | NONE | $17,700 | not reported in the loaded dataset |
| Hs Management | NONE | $13,996 | not reported in the loaded dataset |