Plan5500

Wrc Senior Services 403b Plan — Form 5500 plan (Wrc Senior Services)

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, Wrc Senior Services 403b Plan is a benefit plan reported by Wrc Senior Services under EIN 25-1552925 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $2,959,032 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wrc Senior Services
EIN
25-1552925
Plan number
001
Plan type
2
Location
Brookville, PA
Latest filing year
2023
Participants
234
End-of-year plan assets
$2,959,032

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023234H, C20241028082312NAL0003382737001
2023275H, C20240916130132NAL0001052579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$2,959,032

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$25,843

Expenses & distributions

Benefits paid
$45,859
Administrative expenses
$167
Total expenses
$46,026
Net increase / (decrease)
-$20,183

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$9,541$17,5632023
Cambridge Inv Rsrch AdvsrsNONE$8,729not reported in the loaded dataset2023
American United Life Insurance CoNONE$167$3,3392023

Related Form 5500 pages