· 2022–2024 · DOL EFAST2

THE WELLNESS COUNCIL OF AMERICA — EMPLOYEE BENEFIT PLAN OF THE WELLNESS COUNCIL OF AMERICA, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20241015174656NAL0015192851001

THE WELLNESS COUNCIL OF AMERICA

Form 5500-SF

FILING_RECEIVED

EMPLOYEE BENEFIT PLAN OF THE WELLNESS COUNCIL OF AMERICA

Defined-contribution retirement plan

Active participants

0

Accounts w/ balance

17

Plan assets (EOY)

$589K

Net assets (EOY)

$589K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

71

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WELLNESS COUNCIL OF AMERICA.

Plan sponsor

Name

THE WELLNESS COUNCIL OF AMERICA

EIN

36-3444746

Address

18700 W BLUEMOUND RD · BROOKFIELD, WI · 53045

Phone

(402) 827-3590

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2E · Profit-sharing

Service providers (Schedule C)

Small plans don't disclose service providers

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