2023 Form 5500 filing — Wholesalers' Group Life And Health Benefit 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 20241010061731NAL0009774067001) for Wholesalers' Group Life And Health Benefit Plan, reported by Winsupply Inc. under EIN 31-1356478 and plan number 501. It reports 5,211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010061731NAL0009774067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Winsupply Inc.
- EIN
- 31-1356478
- Plan number
- 501
- Location
- Dayton, OH
- Participants
- 5,211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,407,117
- Total liabilities (EOY)
- $13,114,521
- Net assets (EOY)
- $1,292,596
- Employer contributions
- $45,009,273
- Participant contributions
- $20,665,082
- Total income / additions
- $66,119,139
- Benefits paid
- $62,076,101
- Administrative expenses
- $4,777,960
- Total expenses
- $66,854,061
- Net increase / (decrease)
- -$734,922
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lucent Health | NONE | $2,411,353 | not reported in the loaded dataset |
| Approrx, LLC | NONE | $0 | $491,007 |
| Metropolitan Life Insurance Company | NONE | $182,158 | not reported in the loaded dataset |
| Reliastar | NONE | $28,476 | not reported in the loaded dataset |
| Bank Of America | NONE | $14,042 | not reported in the loaded dataset |