2023 Form 5500 filing — Westmoreland Casemanagement And Supports, Inc. Employee'S Pension 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 20240827145436NAL0011042401001) for Westmoreland Casemanagement And Supports, Inc. Employee'S Pension Plan, reported by Westmoreland Casemanagement And Supports, Inc. under EIN 25-1732657 and plan number 001. It reports 431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827145436NAL0011042401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westmoreland Casemanagement And Supports, Inc.
- EIN
- 25-1732657
- Plan number
- 001
- Location
- Greenburg, PA
- Participants
- 431
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,956,634
- Total liabilities (EOY)
- $29
- Net assets (EOY)
- $12,956,605
- Employer contributions
- $443,121
- Participant contributions
- $765,632
- Total income / additions
- $2,995,366
- Benefits paid
- $3,307,671
- Administrative expenses
- $82,160
- Total expenses
- $3,400,305
- Net increase / (decrease)
- -$404,939
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $48,129 | $0 |
| Edward Jones & Co Lp | INVESTMENT ADVISOR | $17,077 | $10,427 |
| Empower Annuity Insurance Co | RECORDKEEPER | $26,582 | $0 |
| M2b Retirement Consulting, LLC | TPA | $7,238 | $16,057 |
| Dunbar Bender & Zapf Inc | CONTRACT ADMIN | $0 | $4,588 |
| Morningstar Investment Management | INVESTMENT ADVISOR | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISOR | $0 | $0 |