How many benefit plans does Western Asset Management Company, LLC report on Form 5500?

Western Asset Management Company, LLC (EIN 95-2705767) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Western Asset Management Company, LLC?

The Employer Identification Number (EIN) reported for Western Asset Management Company, LLC is 95-2705767.

What is the latest Form 5500 filing year for Western Asset Management Company, LLC?

The latest loaded Form 5500 filing year for Western Asset Management Company, LLC is 2023.

Western Asset Management Company, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Western Asset Management Company, LLC (EIN 95-2705767) is a plan sponsor located in Pasadena, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 95-2705767
Location: Pasadena, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $337,516,273
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $337,516,273

Contributions & income

Employer contributions: $5,427,730
Participant contributions: $10,406,178
Total income / additions: $72,110,186

Expenses & distributions

Benefits paid / distributions: $26,123,705
Total expenses: $26,247,038
Net increase / (decrease): $45,863,148

Coverage

Total reported participants: 1,411
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Western Asset Management Company, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Western Asset Management 401(K) Plan	005	847	$337,516,273	2023
Western Asset Health & Fringe Benefit Plan	501	564	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Western Asset Management Company, LLC
Year	Plan	Participants	Schedules	Filing
2023	The Western Asset Management 401(K) Plan	847	H, C	20240711130700NAL0026095760001
2023	Western Asset Health & Fringe Benefit Plan	564	—	20240922134552NAL0010275121001