Western Reserve Mutual Casualty Co. — 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, Western Reserve Mutual Casualty Co. (EIN 34-0613930) is a plan sponsor located in Wooster, OH with 1 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
34-0613930
Location
Wooster, OH
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$53,450,720
Total reported net assets (EOY)
$53,450,720

Contributions & income

Employer contributions
$1,082,321
Participant contributions
$2,225,249
Total income / additions
$11,135,615

Expenses & distributions

Benefits paid / distributions
$2,984,188
Total expenses
$3,042,305
Net increase / (decrease)
$8,093,310

Coverage

Total reported participants
556
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

Western Reserve Mutual Casualty Co. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Western Reserve Group 401(K) Profit Sharing Plan002326$53,450,7202023
Western Reserve Group Health Care Plan501226not reported in the loaded dataset2023
Western Reserve Group Voluntary Deferred Compensation Plan0034not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Western Reserve Mutual Casualty Co.
YearPlanParticipantsSchedulesFiling
2023Western Reserve Group Health Care Plan226C20240621131520NAL0005377554001
2023Western Reserve Group Voluntary Deferred Compensation Plan4I20240621131622NAL0005566018001
2023Western Reserve Group 401(K) Profit Sharing Plan326H, C20241009144456NAL0019460609001

Related Form 5500 pages