Werner Co. Employee Savings Plan — Form 5500 plan (Werner Co.)
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, Werner Co. Employee Savings Plan is a benefit plan reported by Werner Co. under EIN 32-0204518 and plan number 001. The latest loaded filing year is 2023. The filing reports 997 participants and $88,790,603 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Werner Co.
- EIN
- 32-0204518
- Plan number
- 001
- Plan type
- 2
- Location
- West Middlesex, PA
- Latest filing year
- 2023
- Participants
- 997
- End-of-year plan assets
- $88,790,603
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 997 | H, C | 20240925080844NAL0013996817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,790,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,790,603
- Net assets (BOY)
- $77,365,622
Income & contributions
- Employer contributions
- $2,212,090
- Participant contributions
- $4,701,092
- Total contributions
- $8,067,815
- Total income / additions
- $24,372,715
Expenses & distributions
- Benefits paid
- $12,975,630
- Administrative expenses
- -$27,896
- Total expenses
- $12,947,734
- Net increase / (decrease)
- $11,424,981
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities LLC | CONSULTANT | $30,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $14,557 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$49,953 | $0 | 2023 |