2023 Form 5500 filing — Worldwide Members' Multiple Employer 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 20241010143436NAL0021258273001) for Worldwide Members' Multiple Employer Plan, reported by Worldwide Distributors under EIN 91-2146795 and plan number 333. It reports 737 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010143436NAL0021258273001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Worldwide Distributors
- EIN
- 91-2146795
- Plan number
- 333
- Location
- Kent, WA
- Participants
- 737
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,399,201
- Total liabilities (EOY)
- $156,312
- Net assets (EOY)
- $25,242,889
- Employer contributions
- $1,044,777
- Participant contributions
- $1,625,315
- Total income / additions
- $5,950,604
- Benefits paid
- $3,499,978
- Administrative expenses
- $135,510
- Total expenses
- $3,635,488
- Net increase / (decrease)
- $2,315,116
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwps, Inc | NONE | $59,112 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $38,439 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | NONE | $29,400 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $8,559 | $0 |