2023 Form 5500 filing — G.A. Wintzer & Son Company Health And Welfare Benefits 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 20241014101452NAL0051829842001) for G.A. Wintzer & Son Company Health And Welfare Benefits Plan, reported by G.A. Wintzer & Son Company under EIN 34-4413817 and plan number 501. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014101452NAL0051829842001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- G.A. Wintzer & Son Company
- EIN
- 34-4413817
- Plan number
- 501
- Location
- Wapakoneta, OH
- Participants
- 122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,280,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,280,923
- Employer contributions
- $1,541,832
- Participant contributions
- $332,468
- Total income / additions
- $2,047,745
- Benefits paid
- $2,759,157
- Administrative expenses
- $157,881
- Total expenses
- $2,917,038
- Net increase / (decrease)
- -$869,293
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Allied Benefit Systems Inc. | NONE | $44,004 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $36,138 | not reported in the loaded dataset |
| Sharx, LLC | NONE | $34,104 | not reported in the loaded dataset |
| Amwins Group Beneftis LLC | NONE | $18,800 | not reported in the loaded dataset |
| Hubinternational Midwest Limited | NONE | $11,280 | not reported in the loaded dataset |
| Minster Bank | NONE | $10,964 | not reported in the loaded dataset |