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Form 5500 · Retirement plan · WILKINSBURG, PA

WESLEY FAMILY SERVICES

The filing calls this plan WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN.

WESLEY FAMILY SERVICES of WILKINSBURG, PA's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Juneas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-0653875 · plan 004 · plan year 2025, filed Apr 5, 2026

Participants at the start of the year
791
Contracts on file
2
Contract value
$6,758,940
Plan year end
June

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with EMPOWER ANNUITY INSURANCE COMPANY.

The contracts held $6,758,940 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in June.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
EMPOWER ANNUITY INSURANCE COMPANYAnnuity / GIC157June$5,084,814$0
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC53June$1,674,126$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
WESLEY FAMILY SERVICES
EIN 82-0653875
EMPOWER ANNUITY INSURANCE COMPANY O
RECORDKEEPER · EIN 84-0467907
$50,137
paid directly by the plan
DEFINITI, LLC
Contract administrator · EIN 85-0833363
$37,113
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$29,726,080
Paid out in benefits
$1,484,364
Participants at the start of the year
791
Participants with account balances
562

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 30-1413443
BAKER TILLY US, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

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