2023 Form 5500 filing — Wi Holdings Inc. Group Medical 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 20240628125232NAL0001142226001) for Wi Holdings Inc. Group Medical Plan, reported by Wi Holdings Inc. under EIN 20-1770400 and plan number 502. It reports 81 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240628125232NAL0001142226001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wi Holdings Inc.
- EIN
- 20-1770400
- Plan number
- 502
- Location
- Bethlehem, PA
- Participants
- 81
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,677
- Total liabilities (EOY)
- $152,505
- Net assets (EOY)
- -$85,828
- Employer contributions
- $1,047,503
- Participant contributions
- $394,800
- Total income / additions
- $1,445,215
- Benefits paid
- $918,419
- Administrative expenses
- $3,169
- Total expenses
- $1,334,409
- Net increase / (decrease)
- $110,806
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Bluecross | ADMIN | $63,680 | not reported in the loaded dataset |
| Bsi Corporate Benefits LLC | BROKER | $52,107 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $18,905 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $5,341 | not reported in the loaded dataset |
| Innovu | BROKER | $4,412 | not reported in the loaded dataset |
| Healthiest You | ADMIN | $370 | not reported in the loaded dataset |