Plan5500

2023 Form 5500 filing — Jeld-Wen, Inc. Restated Pension 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 20241014144712NAL0013473331001) for Jeld-Wen, Inc. Restated Pension Plan, reported by Jeld-Wen, Inc. under EIN 93-0496342 and plan number 001. It reports 9,215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014144712NAL0013473331001
Filing year
2023
Form type
2
Plan sponsor
Jeld-Wen, Inc.
EIN
93-0496342
Plan number
001
Location
Charlotte, NC
Participants
9,215
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$279,578,727
Total liabilities (EOY)
$154,146
Net assets (EOY)
$279,424,581
Total income / additions
$35,889,403
Benefits paid
$66,694,279
Administrative expenses
$4,458,738
Total expenses
$71,153,017
Net increase / (decrease)
-$35,263,614
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Towers Watson Deleware IncACTUARY$872,373not reported in the loaded dataset
Principal Costodial SolutionsCONTRACT ADMINSTRATOR$457,800not reported in the loaded dataset
Columbia ManagementINVESTMENT MANAGEMENT$155,481not reported in the loaded dataset
Gallagher Fiduciary Advisors LLCINVESTMENT MANAGEMENT$105,000not reported in the loaded dataset
Lazard Asset ManagementINVESTMENT MANAGEMENT$61,247not reported in the loaded dataset
Jones & Roth, PcACCOUNTANT$21,800not reported in the loaded dataset
Principal Life Insurance CompanyCONTRACT ADMINSTRATOR$18,594$0

Related Form 5500 pages