Wholesalers' Group Life And Health Benefit Plan — Form 5500 plan (Winsupply 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, Wholesalers' Group Life And Health Benefit Plan is a benefit plan reported by Winsupply Inc. under EIN 31-1356478 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,211 participants and $14,407,117 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Winsupply Inc.
EIN
31-1356478
Plan number
501
Plan type
2
Location
Dayton, OH
Latest filing year
2023
Participants
5,211
End-of-year plan assets
$14,407,117

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,211H, C20241010061731NAL0009774067001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,407,117
Total liabilities (EOY)
$13,114,521
Net assets (EOY)
$1,292,596
Net assets (BOY)
$2,027,518

Income & contributions

Employer contributions
$45,009,273
Participant contributions
$20,665,082
Total contributions
$65,674,355
Total income / additions
$66,119,139

Expenses & distributions

Benefits paid
$62,076,101
Administrative expenses
$4,777,960
Total expenses
$66,854,061
Net increase / (decrease)
-$734,922

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lucent HealthNONE$2,411,353not reported in the loaded dataset2023
Approrx, LLCNONE$0$491,0072023
Metropolitan Life Insurance CompanyNONE$182,158not reported in the loaded dataset2023
ReliastarNONE$28,476not reported in the loaded dataset2023
Bank Of AmericaNONE$14,042not reported in the loaded dataset2023

Related Form 5500 pages