Welbilt Pension Plan — Form 5500 plan (Welbilt, Inc.)
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, Welbilt Pension Plan is a benefit plan reported by Welbilt, Inc. under EIN 47-4625716 and plan number 003. The latest loaded filing year is 2023. The filing reports 475 participants and $30,858,815 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Welbilt, Inc.
- EIN
- 47-4625716
- Plan number
- 003
- Plan type
- 2
- Location
- New Port Richey, FL
- Latest filing year
- 2023
- Participants
- 475
- End-of-year plan assets
- $30,858,815
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 475 | H, C | 20241015101040NAL0047311456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,858,815
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,858,815
- Net assets (BOY)
- $28,993,878
Income & contributions
- Employer contributions
- $1,432,000
- Total contributions
- $1,432,000
- Total income / additions
- $5,178,190
Expenses & distributions
- Benefits paid
- $2,727,276
- Administrative expenses
- $585,977
- Total expenses
- $3,313,253
- Net increase / (decrease)
- $1,864,937
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | NONE | $171,304 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank Na | NONE | $25,926 | not reported in the loaded dataset | 2023 |
| Mercer Investment Management | FIDUCIARY | $17,447 | $0 | 2023 |
| Wipfli, Llp | NONE | $16,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Welbilt, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in New Port Richey, FL
- Mercer — Schedule C compensation
- Bmo Harris Bank Na — Schedule C compensation
- Mercer Investment Management — Schedule C compensation
- Wipfli, Llp — Schedule C compensation