The Wgbh Educational Foundation Retirement Plan — Form 5500 plan (Wgbh Educational Foundation)
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, The Wgbh Educational Foundation Retirement Plan is a benefit plan reported by Wgbh Educational Foundation under EIN 04-2104397 and plan number 005. The latest loaded filing year is 2023. The filing reports 2,242 participants and $326,961,355 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wgbh Educational Foundation
- EIN
- 04-2104397
- Plan number
- 005
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 2,242
- End-of-year plan assets
- $326,961,355
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,242 | H, C | 20240927130846NAL0001077939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $326,961,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $326,961,355
- Net assets (BOY)
- $287,180,669
Income & contributions
- Employer contributions
- $2,505,010
- Participant contributions
- $6,554,825
- Total contributions
- $10,992,864
- Total income / additions
- $59,844,090
Expenses & distributions
- Benefits paid
- $19,683,182
- Administrative expenses
- $375,328
- Total expenses
- $20,063,404
- Net increase / (decrease)
- $39,780,686
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Cref | RECORDKEEPER | $82,847 | not reported in the loaded dataset | 2023 |
| Fidelity Investment Inst. Operation | OTHER | $78,434 | $0 | 2023 |
| Caron & Bletzer | LEGAL | $21,800 | not reported in the loaded dataset | 2023 |
| Timescale Financial, Inc. | INV. ADVISORY | $19,000 | not reported in the loaded dataset | 2023 |
| One Digital Investment Advisor | INV. ADVISORY | $19,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wgbh Educational Foundation
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Tiaa-Cref — Schedule C compensation
- Fidelity Investment Inst. Operation — Schedule C compensation
- Caron & Bletzer — Schedule C compensation
- Timescale Financial, Inc. — Schedule C compensation
- One Digital Investment Advisor — Schedule C compensation