Voluntary Benefits Plan For Retired Employees Of White Motor Corporation — Form 5500 plan (White Motor Corporation Retiree Benefit Trust C/O Benefit Admin. Servi)
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, Voluntary Benefits Plan For Retired Employees Of White Motor Corporation is a benefit plan reported by White Motor Corporation Retiree Benefit Trust C/O Benefit Admin. Servi under EIN 34-1388262 and plan number 501. The latest loaded filing year is 2023. The filing reports 66 participants and $8,958,504 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- White Motor Corporation Retiree Benefit Trust C/O Benefit Admin. Servi
- EIN
- 34-1388262
- Plan number
- 501
- Plan type
- 2
- Location
- Richmond Hts, OH
- Latest filing year
- 2023
- Participants
- 66
- End-of-year plan assets
- $8,958,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 66 | H, C | 20241015212720NAL0015428707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,958,504
- Total liabilities (EOY)
- $1,839
- Net assets (EOY)
- $8,956,665
- Net assets (BOY)
- $9,296,926
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $7,637
- Total contributions
- $23,636
- Total income / additions
- $532,930
Expenses & distributions
- Benefits paid
- $524,882
- Administrative expenses
- $348,309
- Total expenses
- $873,191
- Net increase / (decrease)
- -$340,261
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefits Administrative Services Co | not reported in the loaded dataset | $86,924 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | not reported in the loaded dataset | $54,872 | not reported in the loaded dataset | 2023 |
| Milliman | not reported in the loaded dataset | $41,568 | not reported in the loaded dataset | 2023 |
| John T. Grigsby | not reported in the loaded dataset | $35,270 | not reported in the loaded dataset | 2023 |
| Richard Lichtenstein | not reported in the loaded dataset | $21,020 | not reported in the loaded dataset | 2023 |
| Drew Davidoff | not reported in the loaded dataset | $21,020 | not reported in the loaded dataset | 2023 |
| Groom Law Group | not reported in the loaded dataset | $15,240 | not reported in the loaded dataset | 2023 |
| The Segal Group | not reported in the loaded dataset | $12,001 | not reported in the loaded dataset | 2023 |
| Cds Adminstrators, Inc. | not reported in the loaded dataset | $9,169 | not reported in the loaded dataset | 2023 |
| Principal | not reported in the loaded dataset | $6,212 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for White Motor Corporation Retiree Benefit Trust C/O Benefit Admin. Servi
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Richmond Hts, OH
- Benefits Administrative Services Co — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Milliman — Schedule C compensation
- John T. Grigsby — Schedule C compensation
- Richard Lichtenstein — Schedule C compensation
- Drew Davidoff — Schedule C compensation
- Groom Law Group — Schedule C compensation
- The Segal Group — Schedule C compensation
- Cds Adminstrators, Inc. — Schedule C compensation
- Principal — Schedule C compensation