2023 Form 5500 filing — Amherst H. Wilder Foundation 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 20250411154014NAL0038448368001) for Amherst H. Wilder Foundation Retirement Plan, reported by Amherst H. Wilder Foundation under EIN 41-0693889 and plan number 001. It reports 577 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411154014NAL0038448368001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amherst H. Wilder Foundation
- EIN
- 41-0693889
- Plan number
- 001
- Location
- St. Paul, MN
- Participants
- 577
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,600,028
- Total liabilities (EOY)
- $31,162
- Net assets (EOY)
- $40,568,866
- Employer contributions
- $1,632,672
- Total income / additions
- $4,205,406
- Benefits paid
- $3,619,950
- Administrative expenses
- $620,897
- Total expenses
- $4,240,847
- Net increase / (decrease)
- -$35,441
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Hewitt Group Trust | NONE | $218,827 | not reported in the loaded dataset |
| Amherst H. Wilder Foundation | EMPLOYER | $56,208 | not reported in the loaded dataset |
| Via Actuarial Solutions | NONE | $24,025 | not reported in the loaded dataset |
| Principal | NONE | $15,967 | not reported in the loaded dataset |
| Cliftonlarsonallen | NONE | $14,049 | not reported in the loaded dataset |