2023 Form 5500 filing — Wesleyan Senior Living Et Al Retirement 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 20241014090752NAL0026876241001) for Wesleyan Senior Living Et Al Retirement Plan, reported by Wesleyan Senior Living under EIN 34-0714611 and plan number 007. It reports 390 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090752NAL0026876241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wesleyan Senior Living
- EIN
- 34-0714611
- Plan number
- 007
- Location
- Elyria, OH
- Participants
- 390
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,692,661
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,692,661
- Participant contributions
- $71,990
- Total income / additions
- $440,314
- Benefits paid
- $372,343
- Administrative expenses
- $2,592
- Total expenses
- $374,935
- Net increase / (decrease)
- $65,379
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | OTHER SERVICES | $0 | $6,558 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,592 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |