How many benefit plans does U W Provision Company report on Form 5500?

U W Provision Company (EIN 39-0985822) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for U W Provision Company?

The Employer Identification Number (EIN) reported for U W Provision Company is 39-0985822.

What is the latest Form 5500 filing year for U W Provision Company?

The latest loaded Form 5500 filing year for U W Provision Company is 2023.

U W Provision Company — 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, U W Provision Company (EIN 39-0985822) is a plan sponsor located in Middleton, WI with 1 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: 39-0985822
Location: Middleton, WI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $12,386,802
Total reported net assets (EOY): $12,386,802

Contributions & income

Employer contributions: $508,536
Participant contributions: $438,678
Total income / additions: $2,221,012

Expenses & distributions

Benefits paid / distributions: $706,450
Total expenses: $810,161
Net increase / (decrease): $1,410,851

Coverage

Total reported participants: 260
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

U W Provision Company plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Uw Provision Company Inc. 401(K) Plan	007	156	$12,386,802	2023
Uw Provision Company Life And Disability	501	104	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for U W Provision Company
Year	Plan	Participants	Schedules	Filing
2023	Uw Provision Company Life And Disability	104	—	20241011150215NAL0023015265004
2023	Uw Provision Company Inc. 401(K) Plan	156	H, C	20241014082855NAL0051561970001