Plan5500

Retirement Plan For Employees Of Whitehead Insti- Tute For Biomedical Research — Form 5500 plan (Whitehead Institute For Biomedical Research)

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 Whitehead Insti- Tute For Biomedical Research is a benefit plan reported by Whitehead Institute For Biomedical Research under EIN 06-1043412 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,075 participants and $88,796,020 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Whitehead Institute For Biomedical Research
EIN
06-1043412
Plan number
001
Plan type
2
Location
Cambridge, MA
Latest filing year
2023
Participants
1,075
End-of-year plan assets
$88,796,020

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,075H, C20240731154103NAL0021820097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$88,796,020
Total liabilities (EOY)
$0
Net assets (EOY)
$88,796,020
Net assets (BOY)
$75,150,050

Income & contributions

Employer contributions
$2,341,252
Total contributions
$2,392,155
Total income / additions
$15,347,775

Expenses & distributions

Benefits paid
$1,671,647
Administrative expenses
$30,158
Total expenses
$1,701,805
Net increase / (decrease)
$13,645,970

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners, LLCNONE$23,337not reported in the loaded dataset2023
Parker, Brown, Macaulay & SheerinNONE$6,697not reported in the loaded dataset2023
TiaaNONE$125$02023

Related Form 5500 pages