2023 Form 5500 filing — Wfra, Inc. Multiple Employer Retirement 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 20250918110628NAL0001428800001) for Wfra, Inc. Multiple Employer Retirement Plan, reported by Wisconsin Fuel & Retail Association, Inc. under EIN 39-0714470 and plan number 001. It reports 1,243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250918110628NAL0001428800001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Wisconsin Fuel & Retail Association, Inc.
- EIN
- 39-0714470
- Plan number
- 001
- Location
- Madison, WI
- Participants
- 1,243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,350,992
- Total liabilities (EOY)
- $99,724
- Net assets (EOY)
- $46,251,268
- Employer contributions
- $1,722,243
- Participant contributions
- $2,165,256
- Total income / additions
- $9,995,514
- Benefits paid
- $3,901,951
- Administrative expenses
- $117,341
- Total expenses
- $4,030,782
- Net increase / (decrease)
- $5,964,732
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Retirement Advantage, Inc | RECORD KEEPER | $1,309 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $931 | $0 |
| Tag Resources LLC | RECORD KEEPER | $407 | not reported in the loaded dataset |