Walsh College Tax-Sheltered Annuity 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 Tax-Sheltered Annuity Plan is a benefit plan reported by Walsh College under EIN 38-1308480 and plan number 002. The latest loaded filing year is 2023. The filing reports 305 participants and $27,069,576 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walsh College
- EIN
- 38-1308480
- Plan number
- 002
- Plan type
- 2
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 305
- End-of-year plan assets
- $27,069,576
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 305 | H, C | 20241015170343NAL0050589664001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,069,576
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,069,576
- Net assets (BOY)
- $25,992,555
Income & contributions
- Employer contributions
- $715,790
- Participant contributions
- $708,665
- Total contributions
- $1,547,783
- Total income / additions
- $5,652,734
Expenses & distributions
- Benefits paid
- $4,516,339
- Administrative expenses
- $59,374
- Total expenses
- $4,575,713
- Net increase / (decrease)
- $1,077,021
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Recources Investment Advisors LLC | INVESTMENT MNGT | $37,801 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Company Of Amer | RECORDKEEPER | $16,911 | $0 | 2023 |
| Watkins Ross Co | CONTACT ADMIN | $6,181 | $0 | 2023 |
| Fidelity Inv. Inst. Ops. Co., Inc. | NONE | $1,165 | $0 | 2023 |
| Tiaa | NONE | $0 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Walsh College
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Recources Investment Advisors LLC — Schedule C compensation
- Empower Annuity Ins Company Of Amer — Schedule C compensation
- Watkins Ross Co — Schedule C compensation
- Fidelity Inv. Inst. Ops. Co., Inc. — Schedule C compensation
- Tiaa — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation