West Bend Mutual Insurance Company Employee Savings Plan — Form 5500 plan (West Bend Mutual Insurance Co.)

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, West Bend Mutual Insurance Company Employee Savings Plan is a benefit plan reported by West Bend Mutual Insurance Co. under EIN 39-0698170 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,834 participants and $411,849,747 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
West Bend Mutual Insurance Co.
EIN
39-0698170
Plan number
002
Plan type
2
Location
West Bend, WI
Latest filing year
2023
Participants
1,834
End-of-year plan assets
$411,849,747

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,834H, C20241009144143NAL0018561441001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$411,849,747
Total liabilities (EOY)
$0
Net assets (EOY)
$411,849,747
Net assets (BOY)
$353,463,524

Income & contributions

Employer contributions
$15,036,878
Participant contributions
$14,468,653
Total contributions
$34,087,660
Total income / additions
$95,976,210

Expenses & distributions

Benefits paid
$37,586,780
Administrative expenses
$1,370
Total expenses
$37,589,987
Net increase / (decrease)
$58,386,223

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$66,821not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$65,451$02023

Related Form 5500 pages