Retirement Plan For Employees Of Woods Hole Oceanographic Institution — Form 5500 plan (Woods Hole Oceanographic Institution)
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, Retirement Plan For Employees Of Woods Hole Oceanographic Institution is a benefit plan reported by Woods Hole Oceanographic Institution under EIN 04-2105850 and plan number 001. The latest loaded filing year is 2023. The filing reports 942 participants and $186,009,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woods Hole Oceanographic Institution
- EIN
- 04-2105850
- Plan number
- 001
- Plan type
- 2
- Location
- Woods Hole, MA
- Latest filing year
- 2023
- Participants
- 942
- End-of-year plan assets
- $186,009,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 942 | H, C | 20250402144932NAL0009896001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $186,009,539
- Total liabilities (EOY)
- $281,989
- Net assets (EOY)
- $185,727,550
- Net assets (BOY)
- $175,948,883
Income & contributions
- Employer contributions
- $5,025,000
- Total contributions
- $5,025,000
- Total income / additions
- $25,784,472
Expenses & distributions
- Benefits paid
- $14,836,472
- Administrative expenses
- $1,169,333
- Total expenses
- $16,005,805
- Net increase / (decrease)
- $9,778,667
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Associates | NONE | $455,033 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $257,086 | not reported in the loaded dataset | 2023 |
| State Street Bank | NONE | $119,366 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas | NONE | $68,110 | not reported in the loaded dataset | 2023 |
| Acadian Emerging Markets Ii | NONE | $53,092 | not reported in the loaded dataset | 2023 |
| Clifton Group Parametric | NONE | $24,404 | not reported in the loaded dataset | 2023 |
| Pricewaterhouse Coopers | NONE | $17,700 | not reported in the loaded dataset | 2023 |
| Hs Management | NONE | $13,996 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Woods Hole Oceanographic Institution
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Woods Hole, MA
- Cambridge Associates — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- State Street Bank — Schedule C compensation
- Cbiz Cpas — Schedule C compensation
- Acadian Emerging Markets Ii — Schedule C compensation
- Clifton Group Parametric — Schedule C compensation
- Pricewaterhouse Coopers — Schedule C compensation
- Hs Management — Schedule C compensation