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, World Insurance Associates LLC Retirement Trust is a benefit plan reported by World Insurance Associates LLC under EIN 45-3601219 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,082 participants and $91,570,518 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $91,570,518
- Net assets (EOY)
- $91,570,518
- Net assets (BOY)
- $56,265,555
Income & contributions
- Employer contributions
- $5,500,305
- Participant contributions
- $11,427,461
- Total contributions
- $29,479,070
- Total income / additions
- $41,903,509
Expenses & distributions
- Benefits paid
- $6,522,695
- Administrative expenses
- $75,851
- Total expenses
- $6,598,546
- Net increase / (decrease)
- $35,304,963