Wiltel Communications, LLC Pension Plan — Form 5500 plan (Jefferies Financial Group Inc.)

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, Wiltel Communications, LLC Pension Plan is a benefit plan reported by Jefferies Financial Group Inc. under EIN 13-2615557 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,468 participants and $104,868,663 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jefferies Financial Group Inc.
EIN
13-2615557
Plan number
004
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
2,468
End-of-year plan assets
$104,868,663

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,468H, C20241014115143NAL0013232947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$104,868,663
Total liabilities (EOY)
$201,828
Net assets (EOY)
$104,666,835
Net assets (BOY)
$98,894,779

Income & contributions

Employer contributions
$2,143,400
Total contributions
$2,143,400
Total income / additions
$15,819,894

Expenses & distributions

Benefits paid
$7,850,959
Administrative expenses
$2,196,879
Total expenses
$10,047,838
Net increase / (decrease)
$5,772,056

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blackrock Institutional Trust Co NNONE$449,772not reported in the loaded dataset2023
Usi Consulting GroupNONE$375,194not reported in the loaded dataset2023
Principal Trust CompanyNONE$66,616not reported in the loaded dataset2023
Tanner LLCNONE$31,922not reported in the loaded dataset2023

Related Form 5500 pages