Worcester Envelope Company Employees' Pension Plan — Form 5500 plan (Worcester Envelope Company)
Plain-English plan 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, Worcester Envelope Company Employees' Pension Plan is a benefit plan reported by Worcester Envelope Company under EIN 04-1989150 and plan number 001. The latest loaded filing year is 2023. The filing reports 191 participants and $6,425,054 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Worcester Envelope Company
- EIN
- 04-1989150
- Plan number
- 001
- Plan type
- 2
- Location
- Auburn, MA
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $6,425,054
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20241010150533NAL0040590354001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,425,054
- Total liabilities (EOY)
- $906
- Net assets (EOY)
- $6,424,148
- Net assets (BOY)
- $6,071,686
Income & contributions
- Employer contributions
- $155,018
- Total contributions
- $155,018
- Total income / additions
- $1,006,942
Expenses & distributions
- Benefits paid
- $531,404
- Administrative expenses
- $123,076
- Total expenses
- $654,480
- Net increase / (decrease)
- $352,462
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Little House Capital | ADVISOR | $36,612 | not reported in the loaded dataset | 2023 |