Plan5500

Wentworth Institute Of Technology 403(B) Plan — Form 5500 plan (Wentworth Institute Of Technology, 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, Wentworth Institute Of Technology 403(B) Plan is a benefit plan reported by Wentworth Institute Of Technology, Inc. under EIN 04-1958460 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,730 participants and $201,157,217 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wentworth Institute Of Technology, Inc.
EIN
04-1958460
Plan number
002
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
2,730
End-of-year plan assets
$201,157,217

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,730H, C20241013125800NAL0014073747001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$201,157,217
Total liabilities (EOY)
$0
Net assets (EOY)
$201,157,217
Net assets (BOY)
$177,389,312

Income & contributions

Employer contributions
$4,595,081
Participant contributions
$3,114,144
Total contributions
$7,954,259
Total income / additions
$34,510,875

Expenses & distributions

Benefits paid
$10,601,229
Administrative expenses
$138,747
Total expenses
$10,742,970
Net increase / (decrease)
$23,767,905

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaRECORDKEEPER$98,847$02023
Fiduciary Advisors LLCINVESTMENT ADVISOR$34,608not reported in the loaded dataset2023
The Angell Pension GroupCONTRACT ADMINISTRATOR$5,966not reported in the loaded dataset2023

Related Form 5500 pages