# Washington University In St. Louis Health & Welfare Plan
Source: https://planprovider.pro/companies/washington-university-in-st-louis-430653611-517

> Washington University In St. Louis's Health & Welfare plan: 3,101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Washington University In St. Louis

- **Sponsor EIN:** 430653611

- **Sponsor Address:** ONE BROOKINGS DRIVE, PO BOX 1190, ST. LOUIS, MO, 63130

- **Plan Type:** Health & Welfare

- **Plan Number:** 517

- **Total Participants:** 3,101

- **Total Assets:** $87.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,101|$87.4M|$0|$3.7M|

| 2023|3,210|$76.6M|$0|$3.8M|

| 2022|3,181|$63.9M|$0|$3.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TIAA|Recordkeeper|$34,025|—|$34,025|

| FORVIS MAZARS, LLP|Other Service Provider|$17,700|—|$17,700|

| CAPTRUST|Other Service Provider|$10,000|—|$10,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $61,725

- **Estimated Expense Ratio:** 0.071% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$61,725|$10,000|—|$17,700|—|

| 2023|$43,890|—|—|—|—|

| 2022|$78,322|—|—|—|$78,322|

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