Wilson Trailer Company Employee Health Care Fund — Form 5500 plan (Wilson Trailer Co Employee Health Care Fund)
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, Wilson Trailer Company Employee Health Care Fund is a benefit plan reported by Wilson Trailer Co Employee Health Care Fund under EIN 42-1172922 and plan number 501. The latest loaded filing year is 2023. The filing reports 696 participants and $4,943,280 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilson Trailer Co Employee Health Care Fund
- EIN
- 42-1172922
- Plan number
- 501
- Plan type
- 2
- Location
- Sioux City, IA
- Latest filing year
- 2023
- Participants
- 696
- End-of-year plan assets
- $4,943,280
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 696 | H, C | 20250611172956NAL0045813506001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,943,280
- Total liabilities (EOY)
- $739,164
- Net assets (EOY)
- $4,204,116
- Net assets (BOY)
- $3,704,797
Income & contributions
- Employer contributions
- $5,687,259
- Participant contributions
- $1,932,218
- Total contributions
- $7,619,477
- Total income / additions
- $8,867,800
Expenses & distributions
- Benefits paid
- $7,829,328
- Administrative expenses
- $539,153
- Total expenses
- $8,368,481
- Net increase / (decrease)
- $499,319
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Holmes-Murphy & Associates Inc. | NONE | $55,578 | $0 | 2023 |
| Henjes, Conner, & Williams Pc | NONE | $11,225 | $0 | 2023 |