Search public Form 5500 filings

Plans

• planTiaa-Cref Retirement Plan For Faculty And Administrators Of Wilkes UniversityFinancial statementProvider compensation2023 filing
  $205Mreported assets (EOY)
  Sponsor: Wilkes UniversityEIN: 24-0795506Plan: 001Participants: 1,199Assets: $205,033,107Net assets: $205MAssets / participant: $171KLocation: Wilkes-Barre, PALatest: 2023
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• planBerkshire Hathaway Guard Profit Sharing/401(K) PlanFinancial statementProvider compensation2023 filing
  $98Mreported assets (EOY)
  Sponsor: Westguard Insurance CompanyEIN: 06-1678760Plan: 001Participants: 1,744Assets: $97,997,468Net assets: $98MAssets / participant: $56.2KLocation: Wilkes-Barre, PALatest: 2023
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• planBohlin Cywinski Jackson Retirement Savings PlanFinancial statementProvider compensation2023 filing
  $54.4Mreported assets (EOY)
  Sponsor: Bohlin Cywinski JacksonEIN: 23-2034089Plan: 001Participants: 248Assets: $54,369,568Net assets: $54.4MAssets / participant: $219.2KLocation: Wilkes-Barre, PALatest: 2023
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• planHeat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account PlanFinancial statementProvider compensation2023 filing
  $24.2Mreported assets (EOY)
  Sponsor: Heat & Frost Insulators & Asbestos Workers Local Union 38EIN: 23-6283938Plan: 002Participants: 501Assets: $24,162,410Net assets: $24.2MAssets / participant: $48.2KLocation: Wilkes-Barre, PALatest: 2023
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• planTeamsters Local Unions 401 And 773 Health PlanFinancial statementProvider compensation2023 filing
  $22.5Mreported assets (EOY)
  Sponsor: Teamsters Local Unions 401 And 773 Health PlanEIN: 23-2024270Plan: 501Participants: 888Assets: $22,501,194Net assets: $22.3MAssets / participant: $25.3KLocation: Wilkes-Barre, PALatest: 2023
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• planHeat & Frost Insulators & Asbestos Workers Local 38 Retirement PlanFinancial statementProvider compensation2023 filing
  $18.2Mreported assets (EOY)
  Sponsor: Heat & Frost Insulators & Asbestos Workers Local #38EIN: 23-6283938Plan: 001Participants: 144Assets: $18,183,714Net assets: $18.2MAssets / participant: $126.3KLocation: Wilkes-Barre, PALatest: 2023
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• planMedico 401(K) PlanFinancial statementProvider compensation2023 filing
  $11Mreported assets (EOY)
  Sponsor: Medico Construction Equipment, Inc.EIN: 84-3329376Plan: 001Participants: 118Assets: $11,036,316Net assets: $11MAssets / participant: $93.5KLocation: Wilkes-Barre, PALatest: 2023
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• planThe Martz Group 401(K) PlanFinancial statementProvider compensation2023 filing
  $5.9Mreported assets (EOY)
  Sponsor: Frank Martz Coach CompanyEIN: 24-0654440Plan: 002Participants: 141Assets: $5,905,149Net assets: $5.9MAssets / participant: $41.9KLocation: Wilkes-Barre, PALatest: 2023
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