Retirement Plan For Employees Of The Watson Institute — Form 5500 plan (The Watson Institute)
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 The Watson Institute is a benefit plan reported by The Watson Institute under EIN 25-1561504 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $46,810,941 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Watson Institute
- EIN
- 25-1561504
- Plan number
- 001
- Plan type
- 2
- Location
- Sewickley, PA
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $46,810,941
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20241127080751NAL0011148592001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,810,941
- Net assets (EOY)
- $46,810,941
- Net assets (BOY)
- $46,660,806
Income & contributions
- Employer contributions
- $1,400,000
- Total contributions
- $1,400,000
- Total income / additions
- $2,058,703
Expenses & distributions
- Benefits paid
- $1,772,056
- Administrative expenses
- $136,512
- Total expenses
- $1,908,568
- Net increase / (decrease)
- $150,135
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pnc | NONE | $132,317 | not reported in the loaded dataset | 2023 |