Window Technology, Inc. Health Benefit Plan — Form 5500 plan (Window Technology Inc Dba Wintech)
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, Window Technology, Inc. Health Benefit Plan is a benefit plan reported by Window Technology Inc Dba Wintech under EIN 43-1587414 and plan number 501. The latest loaded filing year is 2023. The filing reports 165 participants and $443,989 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Window Technology Inc Dba Wintech
- EIN
- 43-1587414
- Plan number
- 501
- Plan type
- 2
- Location
- Monett, MO
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $443,989
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20241015122028NAL0028394177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $443,989
- Total liabilities (EOY)
- $933
- Net assets (EOY)
- $443,056
- Net assets (BOY)
- $164,203
Income & contributions
- Employer contributions
- $1,042,679
- Participant contributions
- $511,533
- Total contributions
- $1,560,212
- Total income / additions
- $1,591,886
Expenses & distributions
- Benefits paid
- $1,227,857
- Administrative expenses
- $85,176
- Total expenses
- $1,313,033
- Net increase / (decrease)
- $278,853
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Digitial (Cljm, LLC Dba Hm Benefits | BROKER | $30,348 | not reported in the loaded dataset | 2023 |
| Umr | ADMINISTRATOR | $27,021 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $25,484 | not reported in the loaded dataset | 2023 |
| Connectcare3, LLC | PATIENT ADVOCATE | $2,323 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Window Technology Inc Dba Wintech
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Monett, MO
- Digitial (Cljm, LLC Dba Hm Benefits — Schedule C compensation
- Umr — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation
- Connectcare3, LLC — Schedule C compensation