World Insurance Associates LLC — 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, World Insurance Associates LLC (EIN 45-3601219) is a plan sponsor located in Iselin, NJ 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
45-3601219
Location
Iselin, NJ
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$91,570,518
Total reported net assets (EOY)
$91,570,518

Contributions & income

Employer contributions
$5,500,305
Participant contributions
$11,427,461
Total income / additions
$41,903,509

Expenses & distributions

Benefits paid / distributions
$6,522,695
Total expenses
$6,598,546
Net increase / (decrease)
$35,304,963

Coverage

Total reported participants
3,889
Plans with financial statements
1
Plans with provider compensation
1

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

World Insurance Associates LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
World Insurance Associates LLC Retirement Trust0012,082$91,570,5182023
World Insurance Associates LLC5011,807not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for World Insurance Associates LLC
YearPlanParticipantsSchedulesFiling
2023World Insurance Associates LLC1,80720240703103449NAL0004364835001
2023World Insurance Associates LLC Retirement Trust2,082H, C20250929230005NAL0005235507001

Related Form 5500 pages