Warner Pacific Insurance Services, Inc. Retirement Plan — Form 5500 plan (Warner Pacific Insurance Service)
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, Warner Pacific Insurance Services, Inc. Retirement Plan is a benefit plan reported by Warner Pacific Insurance Service under EIN 95-3959252 and plan number 001. The latest loaded filing year is 2023. The filing reports 389 participants and $45,463,910 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Warner Pacific Insurance Service
- EIN
- 95-3959252
- Plan number
- 001
- Plan type
- 2
- Location
- Westlake Village, CA
- Latest filing year
- 2023
- Participants
- 389
- End-of-year plan assets
- $45,463,910
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 389 | H, C | 20240801055645NAL0035648688001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,463,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,463,910
- Net assets (BOY)
- $36,935,867
Income & contributions
- Employer contributions
- $521,811
- Participant contributions
- $3,192,966
- Total contributions
- $4,324,831
- Total income / additions
- $10,173,283
Expenses & distributions
- Benefits paid
- $1,585,492
- Administrative expenses
- $56,399
- Total expenses
- $1,645,240
- Net increase / (decrease)
- $8,528,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISORS | $0 | $122,298 | 2023 |
| Adp, Inc. | RECORD KEEPER | $46,948 | $0 | 2023 |
| Hcvt Certified Public Accountants | ACCOUNTANT | $9,450 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Warner Pacific Insurance Service
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Westlake Village, CA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Hcvt Certified Public Accountants — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation