2023 Form 5500 filing — The Wawanesa Salary Deferral 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 20241015183612NAL0017056035001) for The Wawanesa Salary Deferral Plan, reported by The Wawanesa Mutual Insurance Co. under EIN 95-2907897 and plan number 002. It reports 1,084 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015183612NAL0017056035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Wawanesa Mutual Insurance Co.
- EIN
- 95-2907897
- Plan number
- 002
- Location
- not reported in the loaded dataset
- Participants
- 1,084
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,306,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,306,554
- Employer contributions
- $2,147,301
- Participant contributions
- $3,822,801
- Total income / additions
- $18,164,210
- Benefits paid
- $6,000,992
- Administrative expenses
- $136,677
- Total expenses
- $6,138,055
- Net increase / (decrease)
- $12,026,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | INVESTMENT MGMT | $108,016 | $0 |
| Cambridge Investment Research, Inc. | BROKER/ADVISER | $0 | $71,768 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $34,078 | not reported in the loaded dataset |
| Ascensus Holdings Inc. | CONTRACT ADMIN | $12,243 | not reported in the loaded dataset |