Walbec Group Retirement Plan — Form 5500 plan (Construction Resources Management, 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, Walbec Group Retirement Plan is a benefit plan reported by Construction Resources Management, Inc. under EIN 39-1542489 and plan number 002. The latest loaded filing year is 2023. The filing reports 828 participants and $158,007,349 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Construction Resources Management, Inc.
EIN
39-1542489
Plan number
002
Plan type
2
Location
Waukesha, WI
Latest filing year
2023
Participants
828
End-of-year plan assets
$158,007,349

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023828H, C20241014092407NAL0026900337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$158,007,349
Total liabilities (EOY)
$10,563
Net assets (EOY)
$157,996,786
Net assets (BOY)
$145,932,616

Income & contributions

Employer contributions
$6,259,302
Participant contributions
$4,181,925
Total contributions
$10,580,393
Total income / additions
$31,491,763

Expenses & distributions

Benefits paid
$19,296,065
Administrative expenses
$107,950
Total expenses
$19,427,593
Net increase / (decrease)
$12,064,170

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$107,950not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages