Western Reserve Care Solutions Retirement Plan — Form 5500 plan (Western Reserve Care Solutions)
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, Western Reserve Care Solutions Retirement Plan is a benefit plan reported by Western Reserve Care Solutions under EIN 83-2255711 and plan number 001. The latest loaded filing year is 2023. The filing reports 958 participants and $41,928,925 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Reserve Care Solutions
- EIN
- 83-2255711
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 958
- End-of-year plan assets
- $41,928,925
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 958 | H, C | 20241015060734NAL0027703233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,928,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,928,925
- Net assets (BOY)
- $35,167,555
Income & contributions
- Employer contributions
- $1,352,340
- Participant contributions
- $4,352,610
- Total contributions
- $6,103,949
- Total income / additions
- $11,556,300
Expenses & distributions
- Benefits paid
- $4,571,379
- Administrative expenses
- $202,903
- Total expenses
- $4,794,930
- Net increase / (decrease)
- $6,761,370
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $190,403 | $0 | 2023 |
| Hw And Co | SERVICE PROVIDER | $12,500 | not reported in the loaded dataset | 2023 |