Wfra, Inc. Multiple Employer Retirement Plan — Form 5500 plan (Wisconsin Fuel & Retail Association, 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, Wfra, Inc. Multiple Employer Retirement Plan is a benefit plan reported by Wisconsin Fuel & Retail Association, Inc. under EIN 39-0714470 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,243 participants and $46,350,992 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wisconsin Fuel & Retail Association, Inc.
- EIN
- 39-0714470
- Plan number
- 001
- Plan type
- 3
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 1,243
- End-of-year plan assets
- $46,350,992
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,243 | H, C | 20250918110628NAL0001428800001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,350,992
- Total liabilities (EOY)
- $99,724
- Net assets (EOY)
- $46,251,268
- Net assets (BOY)
- $40,286,536
Income & contributions
- Employer contributions
- $1,722,243
- Participant contributions
- $2,165,256
- Total contributions
- $3,915,188
- Total income / additions
- $9,995,514
Expenses & distributions
- Benefits paid
- $3,901,951
- Administrative expenses
- $117,341
- Total expenses
- $4,030,782
- Net increase / (decrease)
- $5,964,732
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Retirement Advantage, Inc | RECORD KEEPER | $1,309 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $931 | $0 | 2023 |
| Tag Resources LLC | RECORD KEEPER | $407 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wisconsin Fuel & Retail Association, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- The Retirement Advantage, Inc — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Tag Resources LLC — Schedule C compensation