2023 Form 5500 filing — Whittier Employee Resources Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240620103011NAL0001287521001) for Whittier Employee Resources Inc. 401(K) Plan, reported by Whittier Employee Resources Inc. under EIN 26-2549460 and plan number 001. It reports 2,353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240620103011NAL0001287521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whittier Employee Resources Inc.
- EIN
- 26-2549460
- Plan number
- 001
- Location
- Haverhill, MA
- Participants
- 2,353
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,995,261
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,995,261
- Participant contributions
- $2,735,413
- Total income / additions
- $7,923,562
- Benefits paid
- $3,498,922
- Administrative expenses
- $117,656
- Total expenses
- $3,626,063
- Net increase / (decrease)
- $4,297,499
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $103,088 | $0 |
| First Republic Securities Co, LLC | BROKER/ADVISOR | $0 | $61,188 |
| The Angell Pension Group, Inc. | THIRD PARTY ADMINISTRATO | $0 | $25,472 |