Where can I get WAM's Form 5500?

Download the official 2022 Form 5500 (PDF) for WAM from the U.S. Department of Labor's EFAST2 system. You can also view the full filing data on this page.

How big is WAM's plan?

WAM's plan reported $1K in assets and 6 participants for 2022.

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Original filing (PDF)20231227141941NAL0012658544001

WAM

Form 5500-SF

FILING_RECEIVED

WAM CBS Benefit Plan

Health & welfare plan · WAM's WAM CBS Benefit Plan held $1K in plan assets for 6 participants in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$319

People on this filing

Shawna Burton signed WAM's 2022 Form 5500 as plan administrator.

Shawna Burton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

WAM's EIN is 61-1356674.

EIN 61-1356674

Plan number 501

Plan year 2022

ACK ID 20231227141941NAL0012658544001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for WAM from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

WAM's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score