Wgm Master Trust — Form 5500 plan (Weil, Gotshal & Manges Llp)
Plain-English plan 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, Wgm Master Trust is a benefit plan reported by Weil, Gotshal & Manges Llp under EIN 13-1456110 and plan number 012. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $868,384,118 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weil, Gotshal & Manges Llp
- EIN
- 13-1456110
- Plan number
- 012
- Plan type
- 4
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $868,384,118
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241007094715NAL0008759443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $868,384,118
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $868,384,118
- Net assets (BOY)
- $800,699,166
Income & contributions
- Total contributions
- $0
- Total income / additions
- $73,014,839
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,353,303
- Total expenses
- $1,353,303
- Net increase / (decrease)
- $71,661,536
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Western Asset Management Co. LLC | NONE | $1,078,732 | $0 | 2023 |
| Bny Mellon Investment Mngt Cayman | NONE | $90,080 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Domestic Holding,Inc | NONE | $76,891 | not reported in the loaded dataset | 2023 |
| Blackrock Investment Management,LLC | NONE | $50,192 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $33,646 | $0 | 2023 |
| The Prudential Insurance Company | NONE | $23,762 | $0 | 2023 |
| Goldman Sachs Asset Mgmt | NONE | $0 | $0 | 2023 |
| Canyon Balanced General Partners Co | NONE | $0 | $0 | 2023 |
| Gso Capital Partners Lp | NONE | $0 | $0 | 2023 |
| Bayview Fund Management LLC | NONE | $0 | $0 | 2023 |
| Wheelock Street Capital LLC | NONE | $0 | $0 | 2023 |
| U.S. Realty Advisors LLC | NONE | $0 | $0 | 2023 |
| Contrarian Dre Iii Mgmt LLC | NONE | $0 | $0 | 2023 |
| T Rowe Price | NONE | $0 | $0 | 2023 |
| Providence Strategic Growth | NONE | $0 | $0 | 2023 |
| Technology Crossover Mgmt Ix Lp | NONE | $0 | $0 | 2023 |
| Oak Hill Capital Partners | NONE | $0 | $0 | 2023 |
| Guggenheim Partners Investment Mgmt | NONE | $0 | $0 | 2023 |
| Hildene Capital Management, LLC | NONE | $0 | $0 | 2023 |
| Blue Owl Gpsc Iv Advisors LLC | NONE | $0 | $0 | 2023 |
| Invictus Capital Management Lp | NONE | $0 | $0 | 2023 |
| Millennium International Mgmt Lp | NONE | $0 | $0 | 2023 |
| Walter Scott & Partners Ltd. | NONE | $0 | $0 | 2023 |
| Nb Alternative Advisers LLC | NONE | $0 | $0 | 2023 |
| Great Gray Trust Company, LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Weil, Gotshal & Manges Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Western Asset Management Co. LLC — Schedule C compensation
- Bny Mellon Investment Mngt Cayman — Schedule C compensation
- Morgan Stanley Domestic Holding,Inc — Schedule C compensation
- Blackrock Investment Management,LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- The Prudential Insurance Company — Schedule C compensation
- Goldman Sachs Asset Mgmt — Schedule C compensation
- Canyon Balanced General Partners Co — Schedule C compensation
- Gso Capital Partners Lp — Schedule C compensation
- Bayview Fund Management LLC — Schedule C compensation
- Wheelock Street Capital LLC — Schedule C compensation
- U.S. Realty Advisors LLC — Schedule C compensation
- Contrarian Dre Iii Mgmt LLC — Schedule C compensation
- T Rowe Price — Schedule C compensation
- Providence Strategic Growth — Schedule C compensation
- Technology Crossover Mgmt Ix Lp — Schedule C compensation
- Oak Hill Capital Partners — Schedule C compensation
- Guggenheim Partners Investment Mgmt — Schedule C compensation
- Hildene Capital Management, LLC — Schedule C compensation
- Blue Owl Gpsc Iv Advisors LLC — Schedule C compensation
- Invictus Capital Management Lp — Schedule C compensation
- Millennium International Mgmt Lp — Schedule C compensation
- Walter Scott & Partners Ltd. — Schedule C compensation
- Nb Alternative Advisers LLC — Schedule C compensation
- Great Gray Trust Company, LLC — Schedule C compensation