World Insurance Associates LLC Retirement Trust — Form 5500 plan (World Insurance Associates LLC)

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, World Insurance Associates LLC Retirement Trust is a benefit plan reported by World Insurance Associates LLC under EIN 45-3601219 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,082 participants and $91,570,518 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
World Insurance Associates LLC
EIN
45-3601219
Plan number
001
Plan type
2
Location
Tinton Falls, NJ
Latest filing year
2023
Participants
2,082
End-of-year plan assets
$91,570,518

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,082H, C20250929230005NAL0005235507001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$91,570,518
Net assets (EOY)
$91,570,518
Net assets (BOY)
$56,265,555

Income & contributions

Employer contributions
$5,500,305
Participant contributions
$11,427,461
Total contributions
$29,479,070
Total income / additions
$41,903,509

Expenses & distributions

Benefits paid
$6,522,695
Administrative expenses
$75,851
Total expenses
$6,598,546
Net increase / (decrease)
$35,304,963

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epic Retirement Plan ServicesNONE$75,851$02023
Fidelity InvestmentsNONE$0$02023

Related Form 5500 pages