The Waters Health Care Reimbursement Plan For Retirees — Form 5500 plan (Waters Technologies Corporation)
Plain-English plan 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, The Waters Health Care Reimbursement Plan For Retirees is a benefit plan reported by Waters Technologies Corporation under EIN 04-3234558 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,506 participants and $18,184,796 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Waters Technologies Corporation
- EIN
- 04-3234558
- Plan number
- 502
- Plan type
- 2
- Location
- Milford, MA
- Latest filing year
- 2023
- Participants
- 1,506
- End-of-year plan assets
- $18,184,796
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,506 | H, C | 20241002131022NAL0008813633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,184,796
- Total liabilities (EOY)
- $492,787
- Net assets (EOY)
- $17,692,009
- Net assets (BOY)
- $15,467,929
Income & contributions
- Employer contributions
- $534,953
- Participant contributions
- $1,136,772
- Total contributions
- $1,671,725
- Total income / additions
- $4,108,783
Expenses & distributions
- Benefits paid
- $1,713,699
- Administrative expenses
- $171,004
- Total expenses
- $1,884,703
- Net increase / (decrease)
- $2,224,080
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiducient Advisors | NONE | $60,469 | not reported in the loaded dataset | 2023 |
| B-Swift | NONE | $44,768 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | NONE | $36,593 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $35,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Waters Technologies Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Milford, MA
- Fiducient Advisors — Schedule C compensation
- B-Swift — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Milliman — Schedule C compensation