Westbrook Employee Benefit Plan — Form 5500 plan (Westbrook Sales And Distributing 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, Westbrook Employee Benefit Plan is a benefit plan reported by Westbrook Sales And Distributing Corporation under EIN 74-1712129 and plan number 503. The latest loaded filing year is 2023. The filing reports 202 participants and $37,934 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$0Plan net assets, end of year
Participants202Covered participants reported
Assets / participant$188Computed: assets ÷ participants$188 (computed)
Provider compensation$149.3K1 Schedule C provider row(s)$149,297
- Plan sponsor
- Westbrook Sales And Distributing Corporation
- EIN
- 74-1712129
- Plan number
- 503
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20241004135834NAL0022861650002 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$37.9K total assets
Net assets$0Liabilities$37.9K
Full reported line items
Net assets
- Total assets (EOY)
- $37,934
- Total liabilities (EOY)
- $37,934
- Net assets (EOY)
- $0
- Net assets (BOY)
- $172,742
Income & contributions
- Employer contributions
- $1,123,163
- Participant contributions
- $529,737
- Total contributions
- $1,652,900
- Total income / additions
- $1,652,900
Expenses & distributions
- Benefits paid
- $1,676,345
- Administrative expenses
- $149,297
- Total expenses
- $1,825,642
- Net increase / (decrease)
- -$172,742
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
68%32%
Employer 68%Participant 32%
Benefits paid ÷ total income101%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bluecross Blueshield Of Texas | CONTRACT | $149,297 | not reported in the loaded dataset | 2023 |