Werner Affiliated Companies Employees Savings Trust — Form 5500 plan (Werner Construction Co)
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, Werner Affiliated Companies Employees Savings Trust is a benefit plan reported by Werner Construction Co under EIN 47-0469957 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $13,706,784 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Werner Construction Co
- EIN
- 47-0469957
- Plan number
- 001
- Plan type
- 2
- Location
- Hastings, NE
- Latest filing year
- 2023
- Participants
- 314
- End-of-year plan assets
- $13,706,784
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 314 | H, C | 20240717162144NAL0004740337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,706,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,706,784
- Net assets (BOY)
- $11,895,195
Income & contributions
- Employer contributions
- $330,810
- Participant contributions
- $686,828
- Total contributions
- $1,017,638
- Total income / additions
- $2,779,991
Expenses & distributions
- Benefits paid
- $908,368
- Administrative expenses
- $46,188
- Total expenses
- $968,402
- Net increase / (decrease)
- $1,811,589
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Da Davidson & Co | INVESTMENT ADVISOR | $24,377 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,640 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,171 | not reported in the loaded dataset | 2023 |