Wesleyan Senior Living Et Al Retirement Plan — Form 5500 plan (Wesleyan Senior Living)
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, Wesleyan Senior Living Et Al Retirement Plan is a benefit plan reported by Wesleyan Senior Living under EIN 34-0714611 and plan number 007. The latest loaded filing year is 2023. The filing reports 390 participants and $2,692,661 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wesleyan Senior Living
- EIN
- 34-0714611
- Plan number
- 007
- Plan type
- 2
- Location
- Elyria, OH
- Latest filing year
- 2023
- Participants
- 390
- End-of-year plan assets
- $2,692,661
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 390 | H, C | 20241014090752NAL0026876241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,692,661
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,692,661
- Net assets (BOY)
- $2,627,282
Income & contributions
- Participant contributions
- $71,990
- Total contributions
- $74,974
- Total income / additions
- $440,314
Expenses & distributions
- Benefits paid
- $372,343
- Administrative expenses
- $2,592
- Total expenses
- $374,935
- Net increase / (decrease)
- $65,379
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | OTHER SERVICES | $0 | $6,558 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,592 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |