2023 Form 5500 filing — Foster Wheeler Inc. Salaried Employees 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 20241015172232NAL0030476561001) for Foster Wheeler Inc. Salaried Employees Pension Plan, reported by Foster Wheeler, Inc. under EIN 22-3800664 and plan number 002. It reports 2,982 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172232NAL0030476561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Foster Wheeler, Inc.
- EIN
- 22-3800664
- Plan number
- 002
- Location
- Hampton, NJ
- Participants
- 2,982
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,702,719
- Total liabilities (EOY)
- $54,964
- Net assets (EOY)
- $71,647,755
- Employer contributions
- $1,234,000
- Total income / additions
- $8,349,123
- Benefits paid
- $7,538,085
- Administrative expenses
- $1,507,713
- Total expenses
- $9,045,798
- Net increase / (decrease)
- -$696,675
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $304,246 | not reported in the loaded dataset |
| Mercer Investments LLC | FIDUCIARY | $146,492 | $0 |
| Principal | NONE | $43,404 | not reported in the loaded dataset |
| Warren Averett, LLC | NONE | $14,000 | not reported in the loaded dataset |
| Equitable Financial Life Insurance | NONE | $8,267 | not reported in the loaded dataset |