Woodmenlife 401(K) Plan — Form 5500 plan (Woodmen Of The World Life Insurance Society)

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, Woodmenlife 401(K) Plan is a benefit plan reported by Woodmen Of The World Life Insurance Society under EIN 47-0339250 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,648 participants and $138,799,936 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Woodmen Of The World Life Insurance Society
EIN
47-0339250
Plan number
002
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
1,648
End-of-year plan assets
$138,799,936

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,648H, C20241011123503NAL0022745777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$138,799,936
Total liabilities (EOY)
$0
Net assets (EOY)
$138,799,936
Net assets (BOY)
$111,126,197

Income & contributions

Employer contributions
$5,347,149
Participant contributions
$7,572,171
Total contributions
$13,979,703
Total income / additions
$35,979,433

Expenses & distributions

Benefits paid
$8,056,485
Administrative expenses
$162,506
Total expenses
$8,305,694
Net increase / (decrease)
$27,673,739

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$162,506$02023

Related Form 5500 pages