2023 Form 5500 filing — Wgu Retirement Savings Plan
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 20241014095008NAL0013084675001) for Wgu Retirement Savings Plan, reported by Wgu Corporation under EIN 84-1383926 and plan number 001. It reports 11,519 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014095008NAL0013084675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wgu Corporation
- EIN
- 84-1383926
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 11,519
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $431,080,482
- Net assets (EOY)
- $431,080,482
- Employer contributions
- $29,485,669
- Participant contributions
- $32,678,419
- Total income / additions
- $132,237,576
- Benefits paid
- $26,330,623
- Administrative expenses
- $1,061,118
- Total expenses
- $28,380,825
- Net increase / (decrease)
- $103,856,751
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $763,905 | $0 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $277,000 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | AUDITOR | $20,213 | not reported in the loaded dataset |
| National Financial Services | BROKER | $0 | $0 |