Westmoreland Casemanagement And Supports, Inc. Employee'S Pension Plan — Form 5500 plan (Westmoreland Casemanagement And Supports, 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, Westmoreland Casemanagement And Supports, Inc. Employee'S Pension Plan is a benefit plan reported by Westmoreland Casemanagement And Supports, Inc. under EIN 25-1732657 and plan number 001. The latest loaded filing year is 2023. The filing reports 431 participants and $12,956,634 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westmoreland Casemanagement And Supports, Inc.
- EIN
- 25-1732657
- Plan number
- 001
- Plan type
- 2
- Location
- Greenburg, PA
- Latest filing year
- 2023
- Participants
- 431
- End-of-year plan assets
- $12,956,634
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 431 | H, C | 20240827145436NAL0011042401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,956,634
- Total liabilities (EOY)
- $29
- Net assets (EOY)
- $12,956,605
- Net assets (BOY)
- $13,361,544
Income & contributions
- Employer contributions
- $443,121
- Participant contributions
- $765,632
- Total contributions
- $1,397,116
- Total income / additions
- $2,995,366
Expenses & distributions
- Benefits paid
- $3,307,671
- Administrative expenses
- $82,160
- Total expenses
- $3,400,305
- Net increase / (decrease)
- -$404,939
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $48,129 | $0 | 2023 |
| Edward Jones & Co Lp | INVESTMENT ADVISOR | $17,077 | $10,427 | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $26,582 | $0 | 2023 |
| M2b Retirement Consulting, LLC | TPA | $7,238 | $16,057 | 2023 |
| Dunbar Bender & Zapf Inc | CONTRACT ADMIN | $0 | $4,588 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISOR | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Westmoreland Casemanagement And Supports, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Greenburg, PA
- Principal Life Insurance Company — Schedule C compensation
- Edward Jones & Co Lp — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- M2b Retirement Consulting, LLC — Schedule C compensation
- Dunbar Bender & Zapf Inc — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation