2023 Form 5500 filing — Wellesley Coll Pension Pln For Classified Ofc And Svc Ees
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 20250414131907NAL0000785555001) for Wellesley Coll Pension Pln For Classified Ofc And Svc Ees, reported by Wellesley College under EIN 04-2103637 and plan number 001. It reports 434 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414131907NAL0000785555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wellesley College
- EIN
- 04-2103637
- Plan number
- 001
- Location
- Wellesley, MA
- Participants
- 434
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,951,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,951,411
- Employer contributions
- $1,847,164
- Total income / additions
- $10,662,571
- Benefits paid
- $4,826,560
- Administrative expenses
- $354,795
- Total expenses
- $5,181,355
- Net increase / (decrease)
- $5,481,216
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $181,685 | not reported in the loaded dataset |
| State Street Bank | NONE | $173,109 | $0 |