The Retirement Income Plan For Employees Of The Colonial Williamsburg Foundation — Form 5500 plan (The Colonial Williamsburg 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, The Retirement Income Plan For Employees Of The Colonial Williamsburg Foundation is a benefit plan reported by The Colonial Williamsburg Foundation under EIN 54-0505888 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,336 participants and $291,470,246 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Colonial Williamsburg Foundation
- EIN
- 54-0505888
- Plan number
- 001
- Plan type
- 2
- Location
- Williamsburg, VA
- Latest filing year
- 2023
- Participants
- 4,336
- End-of-year plan assets
- $291,470,246
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,336 | H, C | 20241010065030NAL0033456960001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $291,470,246
- Total liabilities (EOY)
- $2,889
- Net assets (EOY)
- $291,467,357
- Net assets (BOY)
- $301,644,620
Income & contributions
- Total contributions
- $0
- Total income / additions
- $8,502,429
Expenses & distributions
- Benefits paid
- $15,726,085
- Administrative expenses
- $2,953,607
- Total expenses
- $18,679,692
- Net increase / (decrease)
- -$10,177,263
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Investure Evergreen Fund | NONE | $635,906 | not reported in the loaded dataset | 2023 |
| Aon Consulting | NONE | $277,770 | not reported in the loaded dataset | 2023 |
| Strategic Investment Group | NONE | $269,119 | $0 | 2023 |
| Bank Of New York Mellon | NONE | $155,075 | $0 | 2023 |
| Fidelity Institutional Asset | NONE | $92,967 | $0 | 2023 |
| Bdo Usa | NONE | $34,132 | not reported in the loaded dataset | 2023 |
| Voya Investment Trust Co. | NONE | $33,042 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Colonial Williamsburg Foundation
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Williamsburg, VA
- Investure Evergreen Fund — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Strategic Investment Group — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Fidelity Institutional Asset — Schedule C compensation
- Bdo Usa — Schedule C compensation
- Voya Investment Trust Co. — Schedule C compensation