G.A. Wintzer & Son Company Health And Welfare Benefits Plan — Form 5500 plan (G.A. Wintzer & Son Company)
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, G.A. Wintzer & Son Company Health And Welfare Benefits Plan is a benefit plan reported by G.A. Wintzer & Son Company under EIN 34-4413817 and plan number 501. The latest loaded filing year is 2023. The filing reports 122 participants and $1,280,923 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- G.A. Wintzer & Son Company
- EIN
- 34-4413817
- Plan number
- 501
- Plan type
- 2
- Location
- Wapakoneta, OH
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $1,280,923
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20241014101452NAL0051829842001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,280,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,280,923
- Net assets (BOY)
- $2,150,216
Income & contributions
- Employer contributions
- $1,541,832
- Participant contributions
- $332,468
- Total contributions
- $1,874,300
- Total income / additions
- $2,047,745
Expenses & distributions
- Benefits paid
- $2,759,157
- Administrative expenses
- $157,881
- Total expenses
- $2,917,038
- Net increase / (decrease)
- -$869,293
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Allied Benefit Systems Inc. | NONE | $44,004 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $36,138 | not reported in the loaded dataset | 2023 |
| Sharx, LLC | NONE | $34,104 | not reported in the loaded dataset | 2023 |
| Amwins Group Beneftis LLC | NONE | $18,800 | not reported in the loaded dataset | 2023 |
| Hubinternational Midwest Limited | NONE | $11,280 | not reported in the loaded dataset | 2023 |
| Minster Bank | NONE | $10,964 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for G.A. Wintzer & Son Company
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Wapakoneta, OH
- Allied Benefit Systems Inc. — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Sharx, LLC — Schedule C compensation
- Amwins Group Beneftis LLC — Schedule C compensation
- Hubinternational Midwest Limited — Schedule C compensation
- Minster Bank — Schedule C compensation