Emeriti Retiree Health Plan For Whittier College — 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, Emeriti Retiree Health Plan For Whittier College is a benefit plan reported by Whittier College under EIN 95-1644048 and plan number 508. The latest loaded filing year is 2023. The filing reports 353 participants and $2,163,717 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whittier College
- EIN
- 95-1644048
- Plan number
- 508
- Plan type
- 2
- Location
- Whittier, CA
- Latest filing year
- 2023
- Participants
- 353
- End-of-year plan assets
- $2,163,717
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 353 | H, C | 20241015162222NAL0016868371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,163,717
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,163,717
- Net assets (BOY)
- $1,911,912
Income & contributions
- Employer contributions
- $58,759
- Participant contributions
- $25,972
- Total contributions
- $84,731
- Total income / additions
- $328,876
Expenses & distributions
- Benefits paid
- $55,398
- Administrative expenses
- $21,673
- Total expenses
- $77,071
- Net increase / (decrease)
- $251,805
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Emeriti Retirement Health Solutions | CONSULTANT | $21,673 | not reported in the loaded dataset | 2023 |