2023 Form 5500 filing — Worcester Envelope Company Employees' Pension 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 20241010150533NAL0040590354001) for Worcester Envelope Company Employees' Pension Plan, reported by Worcester Envelope Company under EIN 04-1989150 and plan number 001. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010150533NAL0040590354001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Worcester Envelope Company
- EIN
- 04-1989150
- Plan number
- 001
- Location
- Auburn, MA
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,425,054
- Total liabilities (EOY)
- $906
- Net assets (EOY)
- $6,424,148
- Employer contributions
- $155,018
- Total income / additions
- $1,006,942
- Benefits paid
- $531,404
- Administrative expenses
- $123,076
- Total expenses
- $654,480
- Net increase / (decrease)
- $352,462
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Little House Capital | ADVISOR | $36,612 | not reported in the loaded dataset |