The College Of Wooster Defined Contribution Plan — Form 5500 plan (The College Of Wooster)

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, The College Of Wooster Defined Contribution Plan is a benefit plan reported by The College Of Wooster under EIN 34-0714654 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,806 participants and $230,520,759 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The College Of Wooster
EIN
34-0714654
Plan number
001
Plan type
2
Location
Wooster, OH
Latest filing year
2023
Participants
1,806
End-of-year plan assets
$230,520,759

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,806H, C20241010152013NAL0010182035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$230,520,759
Total liabilities (EOY)
$0
Net assets (EOY)
$230,520,759
Net assets (BOY)
$209,780,051

Income & contributions

Employer contributions
$3,313,276
Participant contributions
$2,355,123
Total contributions
$7,005,340
Total income / additions
$34,672,082

Expenses & distributions

Benefits paid
$13,840,987
Administrative expenses
$80,546
Total expenses
$13,931,374
Net increase / (decrease)
$20,740,708

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Adv. Services LLCNONE$56,595not reported in the loaded dataset2023
Baker Tilly Us, LlpNONE$12,000not reported in the loaded dataset2023
TiaaNONE$9,891$02023

Related Form 5500 pages