2023 Form 5500 filing — West Valley 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 20241015121230NAL0047813792005) for West Valley Pension Plan, reported by Ch2m Hill Bwxt West Valley, LLC under EIN 90-0629675 and plan number 001. It reports 774 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121230NAL0047813792005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ch2m Hill Bwxt West Valley, LLC
- EIN
- 90-0629675
- Plan number
- 001
- Location
- West Valley, NY
- Participants
- 774
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $128,600,067
- Total liabilities (EOY)
- $122,266
- Net assets (EOY)
- $128,477,801
- Employer contributions
- $0
- Participant contributions
- $169,189
- Total income / additions
- $15,027,583
- Benefits paid
- $7,108,051
- Administrative expenses
- $1,117,275
- Total expenses
- $8,225,326
- Net increase / (decrease)
- $6,802,257
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investment Management | FIDUCIARY | $324,502 | $0 |
| Towers Watson | not reported in the loaded dataset | $123,859 | not reported in the loaded dataset |
| Milliman | not reported in the loaded dataset | $77,241 | not reported in the loaded dataset |
| State Street | not reported in the loaded dataset | $70,325 | not reported in the loaded dataset |