Plan5500

The Wawanesa Salary Deferral Plan — Form 5500 plan (The Wawanesa Mutual Insurance Co.)

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, The Wawanesa Salary Deferral Plan is a benefit plan reported by The Wawanesa Mutual Insurance Co. under EIN 95-2907897 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,084 participants and $71,306,554 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Wawanesa Mutual Insurance Co.
EIN
95-2907897
Plan number
002
Plan type
2
Location
not reported in the loaded dataset
Latest filing year
2023
Participants
1,084
End-of-year plan assets
$71,306,554

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,084H, C20241015183612NAL0017056035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$71,306,554
Total liabilities (EOY)
$0
Net assets (EOY)
$71,306,554
Net assets (BOY)
$59,280,399

Income & contributions

Employer contributions
$2,147,301
Participant contributions
$3,822,801
Total contributions
$6,879,730
Total income / additions
$18,164,210

Expenses & distributions

Benefits paid
$6,000,992
Administrative expenses
$136,677
Total expenses
$6,138,055
Net increase / (decrease)
$12,026,155

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins Co Of AmericaINVESTMENT MGMT$108,016$02023
Cambridge Investment Research, Inc.BROKER/ADVISER$0$71,7682023
Empower Advisory Group, LLCINVESTMENT MANAGER$34,078not reported in the loaded dataset2023
Ascensus Holdings Inc.CONTRACT ADMIN$12,243not reported in the loaded dataset2023

Related Form 5500 pages