Whittier College 403(B) Plan — Form 5500 plan (Whittier 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, Whittier College 403(B) Plan is a benefit plan reported by Whittier College under EIN 95-1644048 and plan number 001. The latest loaded filing year is 2023. The filing reports 979 participants and $139,401,107 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whittier College
- EIN
- 95-1644048
- Plan number
- 001
- Plan type
- 2
- Location
- Whittier, CA
- Latest filing year
- 2023
- Participants
- 979
- End-of-year plan assets
- $139,401,107
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 979 | H, C | 20241015153739NAL0016776227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $139,401,107
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $139,401,107
- Net assets (BOY)
- $127,232,786
Income & contributions
- Employer contributions
- $397,195
- Participant contributions
- $1,422,028
- Total contributions
- $1,842,586
- Total income / additions
- $20,257,516
Expenses & distributions
- Benefits paid
- $7,897,391
- Administrative expenses
- $179,293
- Total expenses
- $8,089,195
- Net increase / (decrease)
- $12,168,321
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | NONE | $99,046 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $43,072 | $0 | 2023 |
| Armanino Llp | NONE | $37,175 | not reported in the loaded dataset | 2023 |