Guidewire Software Retirement Trust — Form 5500 plan (Guidewire Software)

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, Guidewire Software Retirement Trust is a benefit plan reported by Guidewire Software under EIN 36-4468504 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,283 participants and $413,414,033 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Guidewire Software
EIN
36-4468504
Plan number
001
Plan type
2
Location
San Mateo, CA
Latest filing year
2023
Participants
2,283
End-of-year plan assets
$413,414,033

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,283H, C20240729100904NAL0019212257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$413,414,033
Total liabilities (EOY)
$0
Net assets (EOY)
$413,414,033
Net assets (BOY)
$332,086,958

Income & contributions

Employer contributions
$7,711,158
Participant contributions
$32,447,188
Total contributions
$43,407,844
Total income / additions
$108,171,301

Expenses & distributions

Benefits paid
$26,634,107
Administrative expenses
$197,135
Total expenses
$26,844,226
Net increase / (decrease)
$81,327,075

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$107,875$02023
Web494jINVESTMENT ADVISOR$58,667not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$30,593not reported in the loaded dataset2023

Related Form 5500 pages