Wheeling Corporation Employees' Retirement Plan — Form 5500 plan (The Wheeling Corporation)
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, Wheeling Corporation Employees' Retirement Plan is a benefit plan reported by The Wheeling Corporation under EIN 51-0326386 and plan number 001. The latest loaded filing year is 2023. The filing reports 444 participants and $36,671,942 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Wheeling Corporation
- EIN
- 51-0326386
- Plan number
- 001
- Plan type
- 2
- Location
- Brewster, OH
- Latest filing year
- 2023
- Participants
- 444
- End-of-year plan assets
- $36,671,942
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 444 | H, C | 20241014112319NAL0014834787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,671,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,671,942
- Net assets (BOY)
- $32,145,723
Income & contributions
- Employer contributions
- $747,716
- Participant contributions
- $1,568,406
- Total contributions
- $2,327,020
- Total income / additions
- $7,075,095
Expenses & distributions
- Benefits paid
- $2,462,822
- Administrative expenses
- $86,054
- Total expenses
- $2,548,876
- Net increase / (decrease)
- $4,526,219
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $90,332 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $807 | not reported in the loaded dataset | 2023 |