Westminster College Defined Contribution Retirement Plan — Form 5500 plan (Westminster 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, Westminster College Defined Contribution Retirement Plan is a benefit plan reported by Westminster College under EIN 25-0981156 and plan number 002. The latest loaded filing year is 2023. The filing reports 506 participants and $75,100,149 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westminster College
- EIN
- 25-0981156
- Plan number
- 002
- Plan type
- 2
- Location
- New Wilmington, PA
- Latest filing year
- 2023
- Participants
- 506
- End-of-year plan assets
- $75,100,149
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 506 | H, C | 20240917143307NAL0001165315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,100,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,100,149
- Net assets (BOY)
- $68,478,931
Income & contributions
- Employer contributions
- $534,853
- Participant contributions
- $953,622
- Total contributions
- $1,502,934
- Total income / additions
- $10,851,643
Expenses & distributions
- Benefits paid
- $4,211,650
- Administrative expenses
- $18,775
- Total expenses
- $4,230,425
- Net increase / (decrease)
- $6,621,218
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schneider Downs & Co. , Inc. | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $775 | $0 | 2023 |