Washington And Lee University Retiree Health Plan — Form 5500 plan (Washington And Lee University)
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, Washington And Lee University Retiree Health Plan is a benefit plan reported by Washington And Lee University under EIN 54-0505977 and plan number 509. The latest loaded filing year is 2023. The filing reports 479 participants and $1,952,882 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Washington And Lee University
- EIN
- 54-0505977
- Plan number
- 509
- Plan type
- 2
- Location
- Lexington, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 479 | H | 20240826144958NAL0009800033001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $1,952,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,952,882
- Net assets (BOY)
- $1,587,923
Income & contributions
- Employer contributions
- $166,177
- Total contributions
- $166,177
- Total income / additions
- $397,349
Expenses & distributions
- Benefits paid
- $32,390
- Administrative expenses
- $0
- Total expenses
- $32,390
- Net increase / (decrease)
- $364,959
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.