W.E. Upjohn Institute For Employment Research 403(B) Dc Plan — Form 5500 plan (W.E. Upjohn Institute For Employment Research)
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, W.E. Upjohn Institute For Employment Research 403(B) Dc Plan is a benefit plan reported by W.E. Upjohn Institute For Employment Research under EIN 38-1360419 and plan number 003. The latest loaded filing year is 2023. The filing reports 188 participants and $46,254,507 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W.E. Upjohn Institute For Employment Research
- EIN
- 38-1360419
- Plan number
- 003
- Plan type
- 2
- Location
- Kalamazoo, MI
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $46,254,507
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241014110927NAL0014818659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,254,507
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,254,507
- Net assets (BOY)
- $40,401,451
Income & contributions
- Employer contributions
- $979,615
- Participant contributions
- $815,159
- Total contributions
- $1,842,695
- Total income / additions
- $7,674,329
Expenses & distributions
- Benefits paid
- $1,758,785
- Administrative expenses
- $62,488
- Total expenses
- $1,821,273
- Net increase / (decrease)
- $5,853,056
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors, Inc | NONE KNOWN | $42,000 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE KNOWN | $20,488 | $0 | 2023 |