2023 Form 5500 filing — Western National Salary Accumulation Program
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 20240905160451NAL0021269921001) for Western National Salary Accumulation Program, reported by Western National Mutual Insurance Co under EIN 41-0430825 and plan number 002. It reports 923 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905160451NAL0021269921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western National Mutual Insurance Co
- EIN
- 41-0430825
- Plan number
- 002
- Location
- Edina, MN
- Participants
- 923
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $118,238,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $118,238,149
- Employer contributions
- $2,535,446
- Participant contributions
- $6,603,511
- Total income / additions
- $26,832,096
- Benefits paid
- $7,731,226
- Administrative expenses
- $84,886
- Total expenses
- $7,816,112
- Net increase / (decrease)
- $19,015,984
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $83,936 | $0 |