Warren Controls, Inc. Employee Benefit Plan — Form 5500 plan (Warren Controls, 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, Warren Controls, Inc. Employee Benefit Plan is a benefit plan reported by Warren Controls, Inc. under EIN 54-2079763 and plan number 501. The latest loaded filing year is 2023. The filing reports 43 participants and $164,378 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Warren Controls, Inc.
EIN
54-2079763
Plan number
501
Plan type
2
Location
Bethlehem, PA
Latest filing year
2023
Participants
43
End-of-year plan assets
$164,378

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202343I, C20240628091218NAL0000408897001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$164,378
Total liabilities (EOY)
$65,833
Net assets (EOY)
$98,545
Net assets (BOY)
-$37,938

Income & contributions

Employer contributions
$594,452
Participant contributions
$166,789
Total income / additions
$763,992

Expenses & distributions

Benefits paid
$342,140
Administrative expenses
$3,294
Total expenses
$627,509
Net increase / (decrease)
$136,483

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Trion Group, A Marsh & Mclennan AgeBROKER$19,215not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$13,181not reported in the loaded dataset2023
Capital BluecrossADMIN$3,294not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,882not reported in the loaded dataset2023

Related Form 5500 pages