2023 Form 5500 filing — Welbilt 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 20241015101040NAL0047311456001) for Welbilt Pension Plan, reported by Welbilt, Inc. under EIN 47-4625716 and plan number 003. It reports 475 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101040NAL0047311456001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Welbilt, Inc.
- EIN
- 47-4625716
- Plan number
- 003
- Location
- New Port Richey, FL
- Participants
- 475
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,858,815
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,858,815
- Employer contributions
- $1,432,000
- Total income / additions
- $5,178,190
- Benefits paid
- $2,727,276
- Administrative expenses
- $585,977
- Total expenses
- $3,313,253
- Net increase / (decrease)
- $1,864,937
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $171,304 | not reported in the loaded dataset |
| Bmo Harris Bank Na | NONE | $25,926 | not reported in the loaded dataset |
| Mercer Investment Management | FIDUCIARY | $17,447 | $0 |
| Wipfli, Llp | NONE | $16,000 | not reported in the loaded dataset |