West Bend, WI Form 5500 retirement and benefit plan filings
City Form 5500 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, West Bend, WI has 24 loaded benefit plan(s) reported by 12 plan sponsor(s), with $622,705,867 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 24
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $622,705,867
- Total reported liabilities (EOY)
- $58,418
- Total reported net assets (EOY)
- $622,647,449
Contributions & income
- Employer contributions
- $21,028,060
- Participant contributions
- $25,567,468
- Total income / additions
- $144,311,217
Expenses & distributions
- Benefits paid / distributions
- $59,489,900
- Total expenses
- $59,923,091
- Net increase / (decrease)
- $84,388,126
Coverage
- Total reported participants
- 11,053
- Plans with financial statements
- 13
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Bend, WI plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| West Bend Mutual Insurance Company Employee Savings Plan | West Bend Mutual Insurance Co. | $411,849,747 | 2023 |
| Serigraph, Inc. 401(K) Savings Plan | Serigraph, Inc. | $75,897,700 | 2023 |
| Manitou Americas Savings Plan | Manitou Equipment America, LLC | $73,003,027 | 2023 |
| Delta Defense, LLC 401(K) Plan | Delta Defense, LLC | $21,127,331 | 2023 |
| Cedar Community Retirement Savings Plan | Benevolent Corporation Cedar Community | $20,602,758 | 2023 |
| Kilian Management Services, Inc. Savings And Retirement Plan | Kmsjr, Inc. | $6,864,804 | 2023 |
| Matenaer Corporation 401(K) Savings Plan | Matenaer Corporation | $6,406,345 | 2023 |
| Spaulding Clinical Research 401(K) Plan | Spaulding Clinical Research | $4,300,208 | 2023 |
| Federal Tool And Engineering, LLC 401(K) Plan | Federal Tool And Engineering, LLC | $1,547,789 | 2023 |
| Rmc Advocate Services, Inc. 401(K) Profit Sharing Plan | Rmc Advocate Services, Inc. | $528,802 | 2023 |
| Top Cloud, Inc. 401k Plan | Top Cloud, Inc. | $448,755 | 2023 |
| Brunner Consulting Corporation Profit Sharing Plan | Brunner Consulting Corporation | $128,601 | 2023 |
| Gehl Company Retirement Income Plan B | Manitou America Holding, Inc. | $0 | 2023 |
| Serigraph Inc. Group Benefit Plan | Serigraph Inc. | not reported in the loaded dataset | 2023 |
| Matenaer Corporation Employee Welfare Plans | Matenaer Corporation | not reported in the loaded dataset | 2023 |
| Benevolent Corporation Cedar Community Welfare Benefit Plan | Benevolent Corporation Cedar Community | not reported in the loaded dataset | 2023 |
| West Bend Mutual Insurance Company Health Plan | West Bend Mutual Insurance | not reported in the loaded dataset | 2023 |
| Spaulding Clinical Research, LLC Employee Benefits Plan | Spaulding Clinical Research, LLC | not reported in the loaded dataset | 2023 |
| Manitou Americas Health & Welfare Plan | Manitou Equipment America, LLC | not reported in the loaded dataset | 2023 |
| Manitou Equipment America, LLC Flexible Compensation Plan | Manitou Equipment America, LLC | not reported in the loaded dataset | 2023 |
| Manitou Americas, Inc. 3,000 & Manitou Americas, Inc. 1,500 | Manitou Equipment America, LLC | not reported in the loaded dataset | 2023 |
| Delta Defense, LLC Flexible Compensation Plan | Delta Defense, LLC | not reported in the loaded dataset | 2023 |
| Serigraph Inc. Welfare Benefit Plan | Serigraph Inc. | not reported in the loaded dataset | 2023 |
| Delta Defense, LLC Wrap Plan | Delta Defense, LLC | not reported in the loaded dataset | 2023 |
Largest plans in West Bend → · West Bend plans by participants → · West Bend plans with financial data → · West Bend plans with provider compensation → · $1B+ plans in West Bend →
Related Form 5500 pages
- All WI Form 5500 filings
- West Bend Mutual Insurance Company Employee Savings Plan (plan 002)
- West Bend Mutual Insurance Co. — all reported plans
- Serigraph, Inc. 401(K) Savings Plan (plan 001)
- Serigraph, Inc. — all reported plans
- Manitou Americas Savings Plan (plan 004)
- Manitou Equipment America, LLC — all reported plans
- Delta Defense, LLC 401(K) Plan (plan 001)
- Delta Defense, LLC — all reported plans
- Cedar Community Retirement Savings Plan (plan 003)
- Benevolent Corporation Cedar Community — all reported plans
- Kilian Management Services, Inc. Savings And Retirement Plan (plan 001)
- Kmsjr, Inc. — all reported plans
- Matenaer Corporation 401(K) Savings Plan (plan 001)
- Matenaer Corporation — all reported plans
- Spaulding Clinical Research 401(K) Plan (plan 001)
- Spaulding Clinical Research — all reported plans
- Federal Tool And Engineering, LLC 401(K) Plan (plan 001)
- Federal Tool And Engineering, LLC — all reported plans
- Rmc Advocate Services, Inc. 401(K) Profit Sharing Plan (plan 001)
- Rmc Advocate Services, Inc. — all reported plans
- Top Cloud, Inc. 401k Plan (plan 001)
- Top Cloud, Inc. — all reported plans
- Brunner Consulting Corporation Profit Sharing Plan (plan 001)
- Brunner Consulting Corporation — all reported plans
- Gehl Company Retirement Income Plan B (plan 002)
- Serigraph Inc. Group Benefit Plan (plan 501)
- Matenaer Corporation Employee Welfare Plans (plan 502)
- Methodology
- Data sources