World Learning, Inc. Retirement Plan — Form 5500 plan (World Learning, Inc.)

Plain-English plan 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, World Learning, Inc. Retirement Plan is a benefit plan reported by World Learning, Inc. under EIN 03-0179592 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,217 participants and $88,539,922 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
World Learning, Inc.
EIN
03-0179592
Plan number
001
Plan type
2
Location
Brattleboro, VT
Latest filing year
2023
Participants
1,217
End-of-year plan assets
$88,539,922

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,217H, C20241015101304NAL0016122899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$88,539,922
Total liabilities (EOY)
$0
Net assets (EOY)
$88,539,922
Net assets (BOY)
$79,545,269

Income & contributions

Employer contributions
$839,604
Participant contributions
$1,479,865
Total contributions
$2,428,700
Total income / additions
$14,577,023

Expenses & distributions

Benefits paid
$5,466,007
Administrative expenses
$116,363
Total expenses
$5,582,370
Net increase / (decrease)
$8,994,653

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$68,993$02023
Trg Investment Advisors, LLCNONE$47,370not reported in the loaded dataset2023

Related Form 5500 pages