2023 Form 5500 filing — Woodmenlife 401(K) 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 20241011123503NAL0022745777001) for Woodmenlife 401(K) Plan, reported by Woodmen Of The World Life Insurance Society under EIN 47-0339250 and plan number 002. It reports 1,648 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$138.8MReported net assets$138,799,936
Participants1.6K1,648
Provider compensation$162.5K1 Schedule C row(s)$162,506
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011123503NAL0022745777001
- Plan sponsor
- Woodmen Of The World Life Insurance Society
- EIN
- 47-0339250
- Plan number
- 002
- Location
- Omaha, NE
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$138.8M total assets
Net assets$138.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $138,799,936
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $138,799,936
- Employer contributions
- $5,347,149
- Participant contributions
- $7,572,171
- Total income / additions
- $35,979,433
- Benefits paid
- $8,056,485
- Administrative expenses
- $162,506
- Total expenses
- $8,305,694
- Net increase / (decrease)
- $27,673,739
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $162,506 | $0 |