Wingspan Care Group Defined Benefit Retirement Plan — Form 5500 plan (Wingspan Care Group)
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, Wingspan Care Group Defined Benefit Retirement Plan is a benefit plan reported by Wingspan Care Group under EIN 56-2327939 and plan number 002. The latest loaded filing year is 2023. The filing reports 670 participants and $28,605,989 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wingspan Care Group
- EIN
- 56-2327939
- Plan number
- 002
- Plan type
- 2
- Location
- Shaker Heights, OH
- Latest filing year
- 2023
- Participants
- 670
- End-of-year plan assets
- $28,605,989
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 670 | H, C | 20250627083435NAL0009183057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,605,989
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,605,989
- Net assets (BOY)
- $25,488,835
Income & contributions
- Employer contributions
- $310,000
- Participant contributions
- $164,390
- Total contributions
- $474,390
- Total income / additions
- $3,657,375
Expenses & distributions
- Benefits paid
- $402,855
- Administrative expenses
- $137,366
- Total expenses
- $540,221
- Net increase / (decrease)
- $3,117,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Grp Financial | NONE | $113,214 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | TRUSTEE | $22,855 | not reported in the loaded dataset | 2023 |