Plan5500

Beneficial Bank Consolidated Pension Plan — Form 5500 plan (Wilmington Savings Fund Society, Fsb)

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, Beneficial Bank Consolidated Pension Plan is a benefit plan reported by Wilmington Savings Fund Society, Fsb under EIN 51-0054940 and plan number 004. The latest loaded filing year is 2023. The filing reports 853 participants and $82,090,431 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wilmington Savings Fund Society, Fsb
EIN
51-0054940
Plan number
004
Plan type
2
Location
Wilmington, DE
Latest filing year
2023
Participants
853
End-of-year plan assets
$82,090,431

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023853H, C20241011081150NAL0021505121001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$82,090,431
Total liabilities (EOY)
$113,466
Net assets (EOY)
$81,976,965
Net assets (BOY)
$79,169,217

Income & contributions

Total contributions
$0
Total income / additions
$7,499,554

Expenses & distributions

Benefits paid
$4,095,322
Administrative expenses
$596,484
Total expenses
$4,691,806
Net increase / (decrease)
$2,807,748

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sei Investments CompanyNONE$466,972$02023
CbizNONE$47,624not reported in the loaded dataset2023

Related Form 5500 pages