Westminster College 403(B) Retirement Account — Form 5500 plan (Westminster 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, Westminster College 403(B) Retirement Account is a benefit plan reported by Westminster College under EIN 43-0652617 and plan number 001. The latest loaded filing year is 2023. The filing reports 490 participants and $30,178,471 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westminster College
- EIN
- 43-0652617
- Plan number
- 001
- Plan type
- 2
- Location
- Fulton, MO
- Latest filing year
- 2023
- Participants
- 490
- End-of-year plan assets
- $30,178,471
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 490 | H, C | 20241015085500NAL0048564272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,178,471
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,178,471
- Net assets (BOY)
- $28,144,980
Income & contributions
- Employer contributions
- $199,223
- Participant contributions
- $502,335
- Total contributions
- $746,794
- Total income / additions
- $4,425,885
Expenses & distributions
- Benefits paid
- $2,392,029
- Administrative expenses
- $365
- Total expenses
- $2,392,394
- Net increase / (decrease)
- $2,033,491
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $0 | $29,219 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $365 | $0 | 2023 |