Wieland North America, Inc. Retirement Savings Plan — Form 5500 plan (Wieland North America, Inc.)
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, Wieland North America, Inc. Retirement Savings Plan is a benefit plan reported by Wieland North America, Inc. under EIN 06-1826563 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,478 participants and $367,898,857 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wieland North America, Inc.
- EIN
- 06-1826563
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 3,478
- End-of-year plan assets
- $367,898,857
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,478 | H, C | 20241014104007NAL0044185568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $367,898,857
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $367,898,857
- Net assets (BOY)
- $300,107,468
Income & contributions
- Employer contributions
- $17,852,390
- Participant contributions
- $16,849,989
- Total contributions
- $52,579,919
- Total income / additions
- $100,192,326
Expenses & distributions
- Benefits paid
- $31,582,497
- Administrative expenses
- $559,939
- Total expenses
- $32,400,937
- Net increase / (decrease)
- $67,791,389
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $384,906 | $0 | 2023 |
| Towers Watson Investment | CONTRACT ADMINISTRATOR | $176,561 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wieland North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Principal Life Insurance Company — Schedule C compensation
- Towers Watson Investment — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation