Berwind 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, Berwind Corporation (EIN 23-0406815) is a plan sponsor located in Philadelphia, PA with 3 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
23-0406815
Location
Philadelphia, PA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$141,334,171
Total reported liabilities (EOY)
$5,397
Total reported net assets (EOY)
$141,328,774

Contributions & income

Employer contributions
$3,657,870
Participant contributions
$1,674,260
Total income / additions
$23,058,589

Expenses & distributions

Benefits paid / distributions
$4,427,920
Total expenses
$4,898,870
Net increase / (decrease)
$18,159,719

Coverage

Total reported participants
5,859
Plans with financial statements
2
Plans with provider compensation
2

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.

Largest loaded plans by reported assets

Berwind Corporation plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Berwind Corporation Employees' Retirement Plan001473$99,629,5972023
Berwind Corporation 401(K) Savings Plan011177$41,704,5742023
Berwind Corporation Benefit Plan5015,209not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Berwind Corporation
YearPlanParticipantsSchedulesFiling
2023Berwind Corporation Benefit Plan5,20920240708203555NAL0008342771001
2023Berwind Corporation Employees' Retirement Plan473H, C20240904144847NAL0020338465001
2023Berwind Corporation 401(K) Savings Plan177H, C20240926084734NAL0000389697001

Related Form 5500 pages