2023 Form 5500 filing — Warner Pacific Insurance Services, Inc. Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240801055645NAL0035648688001) for Warner Pacific Insurance Services, Inc. Retirement Plan, reported by Warner Pacific Insurance Service under EIN 95-3959252 and plan number 001. It reports 389 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801055645NAL0035648688001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Warner Pacific Insurance Service
- EIN
- 95-3959252
- Plan number
- 001
- Location
- Westlake Village, CA
- Participants
- 389
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,463,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,463,910
- Employer contributions
- $521,811
- Participant contributions
- $3,192,966
- Total income / additions
- $10,173,283
- Benefits paid
- $1,585,492
- Administrative expenses
- $56,399
- Total expenses
- $1,645,240
- Net increase / (decrease)
- $8,528,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISORS | $0 | $122,298 |
| Adp, Inc. | RECORD KEEPER | $46,948 | $0 |
| Hcvt Certified Public Accountants | ACCOUNTANT | $9,450 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |