Worldwide Members' Multiple Employer Plan — Form 5500 plan (Worldwide Distributors)
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, Worldwide Members' Multiple Employer Plan is a benefit plan reported by Worldwide Distributors under EIN 91-2146795 and plan number 333. The latest loaded filing year is 2023. The filing reports 737 participants and $25,399,201 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Worldwide Distributors
- EIN
- 91-2146795
- Plan number
- 333
- Plan type
- 3
- Location
- Kent, WA
- Latest filing year
- 2023
- Participants
- 737
- End-of-year plan assets
- $25,399,201
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 737 | H, C | 20241010143436NAL0021258273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,399,201
- Total liabilities (EOY)
- $156,312
- Net assets (EOY)
- $25,242,889
- Net assets (BOY)
- $22,927,773
Income & contributions
- Employer contributions
- $1,044,777
- Participant contributions
- $1,625,315
- Total contributions
- $2,679,486
- Total income / additions
- $5,950,604
Expenses & distributions
- Benefits paid
- $3,499,978
- Administrative expenses
- $135,510
- Total expenses
- $3,635,488
- Net increase / (decrease)
- $2,315,116
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nwps, Inc | NONE | $59,112 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $38,439 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen, Llp | NONE | $29,400 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $8,559 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Worldwide Distributors
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Kent, WA
- Nwps, Inc — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation