Plan5500

Wake Robin Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Wake Robin Corporation (EIN 22-2535376) is a plan sponsor located in Shelburne, VT with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
22-2535376
Location
Shelburne, VT
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Wake Robin Corporation

  • 4 loaded plans hold $10.7M in reported assets.
  • The largest, 403(B) Thrift Plan For Employees Of Wake Robin Corporation, holds 100% of this company's reported plan assets.
  • Plans cover 758 reported participants.
  • 1 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.7MSummed across loaded plans$10,702,947
Total reported assets$10.7M$10,702,947
Total reported participants758
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.7M total assets
Net assets$10.7MLiabilities$0
Contributions & income
Employer contributions$162.2K
Participant contributions$538.4K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.5M
Net increase / (decrease)$811.1K

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%403(B) Thrift Plan For Employees Of Wake Robin Corporation
Participants per plan190Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    403(B) Thrift Plan For Employees Of Wake Robin Corporation$10.7M
    Plan #001 · 342 participants · 2023
  2. 2
    Wake Robin Life, Accidental Death & Dismemberment Plannot reported in the loaded dataset
    Plan #501 · 153 participants · 2023
  3. 3
    Wake Robin Vision Plannot reported in the loaded dataset
    Plan #503 · 153 participants · 2023
  4. 4
    Wake Robin Flexible Benefits Plannot reported in the loaded dataset
    Plan #502 · 110 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Wake Robin Corporation. Open one for its full reported snapshot.

  1. 2023
    Wake Robin Life, Accidental Death & Dismemberment Plan153 participants · 2No schedules
    View filing →
  2. 2023
    Wake Robin Flexible Benefits Plan110 participants · 2No schedules
    View filing →
  3. 2023
    Wake Robin Vision Plan153 participants · 2No schedules
    View filing →
  4. 2023
    403(B) Thrift Plan For Employees Of Wake Robin Corporation342 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Wake Robin Corporation report on Form 5500?
Wake Robin Corporation (EIN 22-2535376) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Wake Robin Corporation?
The Employer Identification Number (EIN) reported for Wake Robin Corporation is 22-2535376.
What is the latest Form 5500 filing year for Wake Robin Corporation?
The latest loaded Form 5500 filing year for Wake Robin Corporation is 2023.

Related Form 5500 pages