Wi Holdings Inc. Group Medical Plan — Form 5500 plan (Wi Holdings Inc.)
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, Wi Holdings Inc. Group Medical Plan is a benefit plan reported by Wi Holdings Inc. under EIN 20-1770400 and plan number 502. The latest loaded filing year is 2023. The filing reports 81 participants and $66,677 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wi Holdings Inc.
- EIN
- 20-1770400
- Plan number
- 502
- Plan type
- 2
- Location
- Bethlehem, PA
- Latest filing year
- 2023
- Participants
- 81
- End-of-year plan assets
- $66,677
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 81 | I, C | 20240628125232NAL0001142226001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $66,677
- Total liabilities (EOY)
- $152,505
- Net assets (EOY)
- -$85,828
- Net assets (BOY)
- -$196,634
Income & contributions
- Employer contributions
- $1,047,503
- Participant contributions
- $394,800
- Total income / additions
- $1,445,215
Expenses & distributions
- Benefits paid
- $918,419
- Administrative expenses
- $3,169
- Total expenses
- $1,334,409
- Net increase / (decrease)
- $110,806
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Bluecross | ADMIN | $63,680 | not reported in the loaded dataset | 2023 |
| Bsi Corporate Benefits LLC | BROKER | $52,107 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $18,905 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $5,341 | not reported in the loaded dataset | 2023 |
| Innovu | BROKER | $4,412 | not reported in the loaded dataset | 2023 |
| Healthiest You | ADMIN | $370 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wi Holdings Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Bethlehem, PA
- Capital Bluecross — Schedule C compensation
- Bsi Corporate Benefits LLC — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Connectcare3 — Schedule C compensation
- Innovu — Schedule C compensation
- Healthiest You — Schedule C compensation