2023 Form 5500 filing — Wilbur-Ellis Retirement 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 20241015160147NAL0016825667001) for Wilbur-Ellis Retirement Plan, reported by Wilbur-Ellis Holdings, Inc. under EIN 46-2652182 and plan number 001. It reports 5,634 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160147NAL0016825667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilbur-Ellis Holdings, Inc.
- EIN
- 46-2652182
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 5,634
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $254,627,083
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $254,627,083
- Employer contributions
- $0
- Total income / additions
- $30,904,111
- Benefits paid
- $81,284,674
- Administrative expenses
- $767,300
- Total expenses
- $82,051,974
- Net increase / (decrease)
- -$51,147,863
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services | NONE | $540,006 | not reported in the loaded dataset |
| Us Bank | NONE | $156,059 | $0 |