Whitehead Institute For Biomedical Research 403b Plan — 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, Whitehead Institute For Biomedical Research 403b Plan is a benefit plan reported by Whitehead Institute For Biomedical Research under EIN 06-1043412 and plan number 002. The latest loaded filing year is 2023. The filing reports 602 participants and $52,127,100 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
- 002
- Plan type
- 2
- Location
- Cambridge, MA
- Latest filing year
- 2023
- Participants
- 602
- End-of-year plan assets
- $52,127,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 602 | H, C | 20240731153640NAL0014492627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,127,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,127,100
- Net assets (BOY)
- $43,378,294
Income & contributions
- Participant contributions
- $1,756,759
- Total contributions
- $3,007,093
- Total income / additions
- $10,210,724
Expenses & distributions
- Benefits paid
- $1,421,827
- Administrative expenses
- $40,091
- Total expenses
- $1,461,918
- Net increase / (decrease)
- $8,748,806
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | NONE | $32,561 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $25 | $0 | 2023 |