2023 Form 5500 filing — Wolverine Tube 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 20241010151227NAL0021314913001) for Wolverine Tube Savings Plan, reported by Wolverine Tube, Inc. under EIN 63-0970812 and plan number 003. It reports 379 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010151227NAL0021314913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wolverine Tube, Inc.
- EIN
- 63-0970812
- Plan number
- 003
- Location
- Decatur, AL
- Participants
- 379
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,530,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,530,860
- Employer contributions
- $422,667
- Participant contributions
- $632,762
- Total income / additions
- $3,311,565
- Benefits paid
- $2,446,306
- Administrative expenses
- $102,404
- Total expenses
- $2,548,710
- Net increase / (decrease)
- $762,855
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $73,638 | $3 |
| Enza Financial LLC | NONE | $27,958 | not reported in the loaded dataset |
| National Financial Services, LLC | NONE | $0 | $16 |