2023 Form 5500 filing — West Bend Mutual Insurance Company Employee Savings 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 20241009144143NAL0018561441001) for West Bend Mutual Insurance Company Employee Savings Plan, reported by West Bend Mutual Insurance Co. under EIN 39-0698170 and plan number 002. It reports 1,834 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009144143NAL0018561441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Bend Mutual Insurance Co.
- EIN
- 39-0698170
- Plan number
- 002
- Location
- West Bend, WI
- Participants
- 1,834
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $411,849,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $411,849,747
- Employer contributions
- $15,036,878
- Participant contributions
- $14,468,653
- Total income / additions
- $95,976,210
- Benefits paid
- $37,586,780
- Administrative expenses
- $1,370
- Total expenses
- $37,589,987
- Net increase / (decrease)
- $58,386,223
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $66,821 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$65,451 | $0 |