Original filing (PDF)20240619070539NAL0004804672001

BJ Wellman, LLC

Name: BJ Wellman, LLC — BJ Wellman, LLC Cash Balance Plan, Form 5500 (2023)
Creator: BJ Wellman, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BJ Wellman, LLC Cash Balance Plan

Defined-benefit pension plan · BJ Wellman, LLC's BJ Wellman, LLC Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

BJ Wellman, LLC's EIN is 47-1948644.

EIN 47-1948644

Plan number 002

Plan year 2023

ACK ID 20240619070539NAL0004804672001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for BJ Wellman, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

BJ Wellman, LLC's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BJ WELLMAN, LLC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off