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, Wellthbuilder Pooled Employer Plan is a benefit plan reported by Standard Retirement Services, Inc. under EIN 25-1838406 and plan number 101. The latest loaded filing year is 2023. The filing reports 1,118 participants and $33,472,163 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,472,163
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,472,163
- Net assets (BOY)
- $17,197,366
Income & contributions
- Employer contributions
- $2,125,762
- Participant contributions
- $4,083,608
- Total contributions
- $6,357,892
- Total income / additions
- $10,835,242
Expenses & distributions
- Benefits paid
- $2,644,880
- Administrative expenses
- $93,361
- Total expenses
- $2,756,674
- Net increase / (decrease)
- $8,078,568