2023 Form 5500 filing — Voluntary Benefits Plan For Retired Employees Of White Motor Corporation
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 20241015212720NAL0015428707001) for Voluntary Benefits Plan For Retired Employees Of White Motor Corporation, reported by White Motor Corporation Retiree Benefit Trust C/O Benefit Admin. Servi under EIN 34-1388262 and plan number 501. It reports 66 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015212720NAL0015428707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- White Motor Corporation Retiree Benefit Trust C/O Benefit Admin. Servi
- EIN
- 34-1388262
- Plan number
- 501
- Location
- Richmond Hts, OH
- Participants
- 66
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,958,504
- Total liabilities (EOY)
- $1,839
- Net assets (EOY)
- $8,956,665
- Employer contributions
- $0
- Participant contributions
- $7,637
- Total income / additions
- $532,930
- Benefits paid
- $524,882
- Administrative expenses
- $348,309
- Total expenses
- $873,191
- Net increase / (decrease)
- -$340,261
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefits Administrative Services Co | not reported in the loaded dataset | $86,924 | not reported in the loaded dataset |
| Bdo Usa, P.C. | not reported in the loaded dataset | $54,872 | not reported in the loaded dataset |
| Milliman | not reported in the loaded dataset | $41,568 | not reported in the loaded dataset |
| John T. Grigsby | not reported in the loaded dataset | $35,270 | not reported in the loaded dataset |
| Richard Lichtenstein | not reported in the loaded dataset | $21,020 | not reported in the loaded dataset |
| Drew Davidoff | not reported in the loaded dataset | $21,020 | not reported in the loaded dataset |
| Groom Law Group | not reported in the loaded dataset | $15,240 | not reported in the loaded dataset |
| The Segal Group | not reported in the loaded dataset | $12,001 | not reported in the loaded dataset |
| Cds Adminstrators, Inc. | not reported in the loaded dataset | $9,169 | not reported in the loaded dataset |
| Principal | not reported in the loaded dataset | $6,212 | not reported in the loaded dataset |