2023 Form 5500 filing — T.D. Williamson, Inc. 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 20250915141746NAL0001198993002) for T.D. Williamson, Inc. Pension Plan, reported by T. D. Williamson, Inc. under EIN 73-0399110 and plan number 001. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915141746NAL0001198993002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- T. D. Williamson, Inc.
- EIN
- 73-0399110
- Plan number
- 001
- Location
- Tulsa, OK
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $221,982
- Net assets (EOY)
- $221,982
- Total income / additions
- $308,731
- Benefits paid
- $432,817
- Administrative expenses
- $171,048
- Total expenses
- $603,865
- Net increase / (decrease)
- -$295,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman Inc | not reported in the loaded dataset | $116,137 | not reported in the loaded dataset |
| Epstein Becker & Green Pc | not reported in the loaded dataset | $47,219 | not reported in the loaded dataset |
| Financial Solutions Inc | not reported in the loaded dataset | $34,958 | not reported in the loaded dataset |
| Willis Towers Watson | not reported in the loaded dataset | $31,835 | not reported in the loaded dataset |
| Eide Bailly Llp | not reported in the loaded dataset | $24,885 | not reported in the loaded dataset |