Welbilt, Inc. 401(k) Plan (terminated 2023): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2023, when $216.7 million was transferred out of the plan. Assets moved to the ALI GROUP RETIREMENT PLAN (sponsored by ALI GROUP NORTH AMERICA CORPORATION). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Welbilt, Inc. 401(k) Plan Facts (plan year 2023)

Plan name
WELBILT 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WELBILT, INC.
Participants
2,085
Former employees with a balance
0
Recordkeeper
Oneamerica Retirement Services Llc
Plan year
Jan 1, 2023 – Mar 31, 2023
Plan established
Jan 1, 2016
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Mar 31, 2023), filed Oct 27, 2023. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $7.65 million was paid out to participants.
  • Investment and other income added $10.4 million.

How the Welbilt, Inc. 401(k) changed, 20182023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20182,454$222.6 million$4.19 million$29.1 million
20192,390$258.7 million$4.55 million$27.0 million
20202,343$267.8 million$1.50 million$37.1 million
20212,116$295.6 million$4.07 million$34.1 million
20222,200$213.9 million$4.67 million$51.2 million
2023 (final)2,085$0$7.65 million

Welbilt, Inc. 401(k) Contact Information

Phone
727-375-7010
Mailing address
2227 WELBILT BOULEVARD, NEW PORT RICHEY FL 34655
Plan sponsor
WELBILT, INC.
Plan administrator
WELBILT, INC. RETIREMENT PLAN COMMITTEE
Employer identification number (EIN)
47-4625716
Plan number
001

Questions about the Welbilt, Inc. 401(k)

Is the Welbilt, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2023. Its assets were transferred to the ALI GROUP RETIREMENT PLAN.

Does Welbilt, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Welbilt, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Welbilt, Inc 401(k) plan?

2,085 participants at the start of plan year 2023.

Who manages the Welbilt, Inc 401(k) accounts?

OneAmerica Financial (listed on the filing as ONEAMERICA RETIREMENT SERVICES LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

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