2023 Form 5500 filing — Guidewire Software Retirement Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729100904NAL0019212257001) for Guidewire Software Retirement Trust, reported by Guidewire Software under EIN 36-4468504 and plan number 001. It reports 2,283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729100904NAL0019212257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Guidewire Software
- EIN
- 36-4468504
- Plan number
- 001
- Location
- San Mateo, CA
- Participants
- 2,283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $413,414,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $413,414,033
- Employer contributions
- $7,711,158
- Participant contributions
- $32,447,188
- Total income / additions
- $108,171,301
- Benefits paid
- $26,634,107
- Administrative expenses
- $197,135
- Total expenses
- $26,844,226
- Net increase / (decrease)
- $81,327,075
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $107,875 | $0 |
| Web494j | INVESTMENT ADVISOR | $58,667 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $30,593 | not reported in the loaded dataset |