Walsh College Pension Plan — Form 5500 plan (Walsh 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, Walsh College Pension Plan is a benefit plan reported by Walsh College under EIN 38-1308480 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $8,151,119 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walsh College
- EIN
- 38-1308480
- Plan number
- 001
- Plan type
- 2
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $8,151,119
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20250813093724NAL0019924338001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,151,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,151,119
- Net assets (BOY)
- $7,523,250
Income & contributions
- Employer contributions
- $417,451
- Total contributions
- $417,451
- Total income / additions
- $1,150,807
Expenses & distributions
- Benefits paid
- $478,839
- Administrative expenses
- $44,099
- Total expenses
- $522,938
- Net increase / (decrease)
- $627,869
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $32,306 | $0 | 2023 |
| Comerica Bank | NONE | $11,203 | $111 | 2023 |