Whitehead Institute For Biomedical Research Retiree Medical 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 Retiree Medical Plan is a benefit plan reported by Whitehead Institute For Biomedical Research under EIN 06-1043412 and plan number 511. The latest loaded filing year is 2023. The filing reports 72 participants and $7,225,345 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
- 511
- Plan type
- 2
- Location
- Cambridge, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 72 | I | 20250113105048NAL0037182514001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $7,225,345
- Net assets (EOY)
- $7,225,345
- Net assets (BOY)
- $6,568,054
Income & contributions
- Employer contributions
- $75,000
- Total income / additions
- $907,482
Expenses & distributions
- Benefits paid
- $221,166
- Administrative expenses
- $29,025
- Total expenses
- $250,191
- Net increase / (decrease)
- $657,291
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.