Tradewinds Services, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Tradewinds Services, Inc. (EIN 35-1139485) is a plan sponsor located in Merrillville, IN with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
35-1139485
Location
Merrillville, IN
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Tradewinds Services, Inc.

  • 4 loaded plans hold $3.6M in reported assets.
  • The largest, Tradewinds Services Inc Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 617 reported participants.
  • 1 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.6MSummed across loaded plans$3,576,860
Total reported assets$3.6M$3,576,860
Total reported participants617
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.6M total assets
Net assets$3.6MLiabilities$0
Contributions & income
Employer contributions$165.7K
Participant contributions$281K
Total income / additions$860.8K
Expenses & distributions
Benefits paid / distributions$166K
Total expenses$184.4K
Net increase / (decrease)$676.4K

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Tradewinds Services Inc Retirement Plan
Participants per plan154Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 230 participants · 2023
  2. 2
    Group Disability Plan Of Tradewinds Services, Inc.not reported in the loaded dataset
    Plan #502 · 181 participants · 2023
  3. 3
    Tradewinds Services, Inc Met Lifenot reported in the loaded dataset
    Plan #503 · 136 participants · 2023
  4. 4
    Tradewinds Services, Inc. Employee Benefit Plannot reported in the loaded dataset
    Plan #505 · 70 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Tradewinds Services, Inc.. Open one for its full reported snapshot.

  1. 2023
    Group Disability Plan Of Tradewinds Services, Inc.181 participants · 2No schedules
    View filing →
  2. 2023
    Tradewinds Services, Inc. Employee Benefit Plan70 participants · 2No schedules
    View filing →
  3. 2023
    Tradewinds Services, Inc Met Life136 participants · 2No schedules
    View filing →
  4. 2023
    Tradewinds Services Inc Retirement Plan230 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Tradewinds Services, Inc. report on Form 5500?
Tradewinds Services, Inc. (EIN 35-1139485) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Tradewinds Services, Inc.?
The Employer Identification Number (EIN) reported for Tradewinds Services, Inc. is 35-1139485.
What is the latest Form 5500 filing year for Tradewinds Services, Inc.?
The latest loaded Form 5500 filing year for Tradewinds Services, Inc. is 2023.

Related Form 5500 pages