Plan5500

T.D. Williamson, Inc. Pension Plan — Form 5500 plan (T. D. Williamson, 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, T.D. Williamson, Inc. Pension Plan is a benefit plan reported by T. D. Williamson, Inc. under EIN 73-0399110 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $221,982 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
T. D. Williamson, Inc.
EIN
73-0399110
Plan number
001
Plan type
2
Location
Tulsa, OK
Latest filing year
2023
Participants
229
End-of-year plan assets
$221,982

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023229H, C20250915141746NAL0001198993002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$221,982
Net assets (EOY)
$221,982
Net assets (BOY)
$517,116

Income & contributions

Total income / additions
$308,731

Expenses & distributions

Benefits paid
$432,817
Administrative expenses
$171,048
Total expenses
$603,865
Net increase / (decrease)
-$295,134

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman Incnot reported in the loaded dataset$116,137not reported in the loaded dataset2023
Epstein Becker & Green Pcnot reported in the loaded dataset$47,219not reported in the loaded dataset2023
Financial Solutions Incnot reported in the loaded dataset$34,958not reported in the loaded dataset2023
Willis Towers Watsonnot reported in the loaded dataset$31,835not reported in the loaded dataset2023
Eide Bailly Llpnot reported in the loaded dataset$24,885not reported in the loaded dataset2023

Related Form 5500 pages