Woodmenlife 401(K) Plan — Form 5500 plan (Woodmen Of The World Life Insurance Society)
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, Woodmenlife 401(K) Plan is a benefit plan reported by Woodmen Of The World Life Insurance Society under EIN 47-0339250 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,648 participants and $138,799,936 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$138.8MPlan net assets, end of year$138,799,936
Participants1.6KCovered participants reported1,648
Assets / participant$84.2KComputed: assets ÷ participants$84,223 (computed)
Provider compensation$162.5K1 Schedule C provider row(s)$162,506
- Plan sponsor
- Woodmen Of The World Life Insurance Society
- EIN
- 47-0339250
- Plan number
- 002
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,648 | H, C | 20241011123503NAL0022745777001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$138.8M total assets
Net assets$138.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $138,799,936
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $138,799,936
- Net assets (BOY)
- $111,126,197
Income & contributions
- Employer contributions
- $5,347,149
- Participant contributions
- $7,572,171
- Total contributions
- $13,979,703
- Total income / additions
- $35,979,433
Expenses & distributions
- Benefits paid
- $8,056,485
- Administrative expenses
- $162,506
- Total expenses
- $8,305,694
- Net increase / (decrease)
- $27,673,739
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $162,506 | $0 | 2023 |