2023 Form 5500 filing — Westlake Defined Benefit 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 20241014154145NAL0046646320001) for Westlake Defined Benefit Plan, reported by Westlake Management Services, Inc. under EIN 76-0321065 and plan number 001. It reports 3,336 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154145NAL0046646320001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westlake Management Services, Inc.
- EIN
- 76-0321065
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 3,336
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $426,598,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $426,598,737
- Total income / additions
- $55,030,686
- Benefits paid
- $40,567,989
- Administrative expenses
- $3,326,626
- Total expenses
- $43,894,615
- Net increase / (decrease)
- $11,136,071
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $586,704 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $124,345 | $0 |
| Lcg Associates, Inc. | NONE | $65,250 | not reported in the loaded dataset |
| Western Asset Management Company | NONE | $60,861 | $0 |
| Gary A. Nagler And Associates | NONE | $5,138 | not reported in the loaded dataset |