Amherst H. Wilder Foundation Retirement Plan — Form 5500 plan (Amherst H. Wilder Foundation)
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, Amherst H. Wilder Foundation Retirement Plan is a benefit plan reported by Amherst H. Wilder Foundation under EIN 41-0693889 and plan number 001. The latest loaded filing year is 2023. The filing reports 577 participants and $40,600,028 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amherst H. Wilder Foundation
- EIN
- 41-0693889
- Plan number
- 001
- Plan type
- 2
- Location
- St. Paul, MN
- Latest filing year
- 2023
- Participants
- 577
- End-of-year plan assets
- $40,600,028
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 577 | H, C | 20250411154014NAL0038448368001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,600,028
- Total liabilities (EOY)
- $31,162
- Net assets (EOY)
- $40,568,866
- Net assets (BOY)
- $40,604,307
Income & contributions
- Employer contributions
- $1,632,672
- Total contributions
- $1,632,672
- Total income / additions
- $4,205,406
Expenses & distributions
- Benefits paid
- $3,619,950
- Administrative expenses
- $620,897
- Total expenses
- $4,240,847
- Net increase / (decrease)
- -$35,441
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Hewitt Group Trust | NONE | $218,827 | not reported in the loaded dataset | 2023 |
| Amherst H. Wilder Foundation | EMPLOYER | $56,208 | not reported in the loaded dataset | 2023 |
| Via Actuarial Solutions | NONE | $24,025 | not reported in the loaded dataset | 2023 |
| Principal | NONE | $15,967 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen | NONE | $14,049 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amherst H. Wilder Foundation
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in St. Paul, MN
- Aon Hewitt Group Trust — Schedule C compensation
- Amherst H. Wilder Foundation — Schedule C compensation
- Via Actuarial Solutions — Schedule C compensation
- Principal — Schedule C compensation
- Cliftonlarsonallen — Schedule C compensation