Mwi Corporation Employees' Incentive Savings Plan — Form 5500 plan (Mwi Corporation)
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, Mwi Corporation Employees' Incentive Savings Plan is a benefit plan reported by Mwi Corporation under EIN 59-0613752 and plan number 003. The latest loaded filing year is 2023. The filing reports 268 participants and $14,537,563 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mwi Corporation
- EIN
- 59-0613752
- Plan number
- 003
- Plan type
- 2
- Location
- Deerfield Beach, FL
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $14,537,563
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20240923102038NAL0015276176001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,537,563
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,537,563
- Net assets (BOY)
- $12,717,634
Income & contributions
- Employer contributions
- $479,832
- Participant contributions
- $959,684
- Total contributions
- $1,505,775
- Total income / additions
- $3,905,789
Expenses & distributions
- Benefits paid
- $2,030,646
- Administrative expenses
- $52,690
- Total expenses
- $2,085,860
- Net increase / (decrease)
- $1,819,929
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,263 | $0 | 2023 |
| Rpa Financial, LLC | INVESTMENT ADVISORY | $16,427 | $243 | 2023 |