2023 Form 5500 filing — Wrc Senior Services 403b 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 20241028082312NAL0003382737001) for Wrc Senior Services 403b Plan, reported by Wrc Senior Services under EIN 25-1552925 and plan number 001. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241028082312NAL0003382737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wrc Senior Services
- EIN
- 25-1552925
- Plan number
- 001
- Location
- Brookville, PA
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $25,843
- Benefits paid
- $45,859
- Administrative expenses
- $167
- Total expenses
- $46,026
- Net increase / (decrease)
- -$20,183
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $9,541 | $17,563 |
| Cambridge Inv Rsrch Advsrs | NONE | $8,729 | not reported in the loaded dataset |
| American United Life Insurance Co | NONE | $167 | $3,339 |