2023 Form 5500 filing — Wenthe-Davidson Engineering Co. Health 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 20241127124412NAL0004300467001) for Wenthe-Davidson Engineering Co. Health Plan, reported by Wenthe-Davidson Engineering Co. under EIN 39-0696715 and plan number 502. It reports 150 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)Not reported
Participants150
Provider compensation$107K2 Schedule C row(s)$107,017
Schedules filedSchedule CLoaded schedules
EFAST2 acknowledgement
20241127124412NAL0004300467001
Plan sponsor
Wenthe-Davidson Engineering Co.
EIN
39-0696715
Plan number
502
Location
New Berlin, WI
Received date
not reported in the loaded dataset
2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Umr, Inc.CLAIMS PROCESSING$95,589$2,628
Usi Insurance Services LLCBROKER$8,800not reported in the loaded dataset

Related Form 5500 pages