2023 Form 5500 filing — Mwi Corporation Employees' Incentive Savings 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 20240923102038NAL0015276176001) for Mwi Corporation Employees' Incentive Savings Plan, reported by Mwi Corporation under EIN 59-0613752 and plan number 003. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923102038NAL0015276176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mwi Corporation
- EIN
- 59-0613752
- Plan number
- 003
- Location
- Deerfield Beach, FL
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,537,563
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,537,563
- Employer contributions
- $479,832
- Participant contributions
- $959,684
- Total income / additions
- $3,905,789
- Benefits paid
- $2,030,646
- Administrative expenses
- $52,690
- Total expenses
- $2,085,860
- Net increase / (decrease)
- $1,819,929
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,263 | $0 |
| Rpa Financial, LLC | INVESTMENT ADVISORY | $16,427 | $243 |