Wesco, Inc. Great Associate Savings — Form 5500 plan (Wesco, 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, Wesco, Inc. Great Associate Savings is a benefit plan reported by Wesco, Inc. under EIN 38-2184520 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,486 participants and $34,315,105 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wesco, Inc.
EIN
38-2184520
Plan number
001
Plan type
2
Location
North Muskegon, MI
Latest filing year
2023
Participants
2,486
End-of-year plan assets
$34,315,105

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,486H, C20241014184416NAL0047189792001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,315,105
Total liabilities (EOY)
$21,915
Net assets (EOY)
$34,293,190
Net assets (BOY)
$28,508,871

Income & contributions

Employer contributions
$278,548
Participant contributions
$2,980,434
Total contributions
$3,426,302
Total income / additions
$8,299,375

Expenses & distributions

Benefits paid
$2,398,996
Administrative expenses
$116,060
Total expenses
$2,515,056
Net increase / (decrease)
$5,784,319

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.RECORDKEEPER$136,069not reported in the loaded dataset2023

Related Form 5500 pages