Wilmington College Defined Contribution Retirement Plan — Form 5500 plan (Wilmington 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, Wilmington College Defined Contribution Retirement Plan is a benefit plan reported by Wilmington College under EIN 31-0537514 and plan number 001. The latest loaded filing year is 2023. The filing reports 467 participants and $51,175,837 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilmington College
- EIN
- 31-0537514
- Plan number
- 001
- Plan type
- 2
- Location
- Wilmington, OH
- Latest filing year
- 2023
- Participants
- 467
- End-of-year plan assets
- $51,175,837
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 467 | H, C | 20241223121038NAL0009274049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,175,837
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,175,837
- Net assets (BOY)
- $47,769,121
Income & contributions
- Employer contributions
- $487,891
- Participant contributions
- $545,628
- Total contributions
- $1,038,268
- Total income / additions
- $7,362,216
Expenses & distributions
- Benefits paid
- $3,942,738
- Administrative expenses
- $12,762
- Total expenses
- $3,955,500
- Net increase / (decrease)
- $3,406,716
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Planpilot, LLC | NONE | $11,657 | not reported in the loaded dataset | 2023 |
| Equitable Financial Life Insurance | NONE | $0 | $730 | 2023 |
| Tiaa | NONE | $375 | $0 | 2023 |