Wells College Tax Deferred Retirement Plan — Form 5500 plan (Wells College)
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, Wells College Tax Deferred Retirement Plan is a benefit plan reported by Wells College under EIN 15-0532276 and plan number 006. The latest loaded filing year is 2023. The filing reports 357 participants and $45,432,014 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wells College
- EIN
- 15-0532276
- Plan number
- 006
- Plan type
- 2
- Location
- Aurora, NY
- Latest filing year
- 2023
- Participants
- 357
- End-of-year plan assets
- $45,432,014
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 357 | H, C | 20241001160636NAL0012127360001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,432,014
- Net assets (EOY)
- $45,432,014
- Net assets (BOY)
- $42,705,357
Income & contributions
- Employer contributions
- $260,779
- Participant contributions
- $556,604
- Total contributions
- $881,021
- Total income / additions
- $6,034,854
Expenses & distributions
- Benefits paid
- $3,273,800
- Administrative expenses
- $34,397
- Total expenses
- $3,308,197
- Net increase / (decrease)
- $2,726,657
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiduciary Investment Advisors, LLC | not reported in the loaded dataset | $26,230 | not reported in the loaded dataset | 2023 |
| Tiaa - Teachers Insurance And Annui | not reported in the loaded dataset | $7,874 | $0 | 2023 |