2023 Form 5500 filing — Wieland North America, Inc. Retirement 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 20241014104007NAL0044185568001) for Wieland North America, Inc. Retirement Savings Plan, reported by Wieland North America, Inc. under EIN 06-1826563 and plan number 001. It reports 3,478 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)$367.9MReported net assets$367,898,857
Participants3.5K3,478
Provider compensation$561.5K3 Schedule C row(s)$561,467
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014104007NAL0044185568001
- Plan sponsor
- Wieland North America, Inc.
- EIN
- 06-1826563
- Plan number
- 001
- Location
- Louisville, KY
- 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)$367.9M total assets
Net assets$367.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $367,898,857
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $367,898,857
- Employer contributions
- $17,852,390
- Participant contributions
- $16,849,989
- Total income / additions
- $100,192,326
- Benefits paid
- $31,582,497
- Administrative expenses
- $559,939
- Total expenses
- $32,400,937
- Net increase / (decrease)
- $67,791,389
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $384,906 | $0 |
| Towers Watson Investment | CONTRACT ADMINISTRATOR | $176,561 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |