The Woodbridge Group U.S. Salaried Employees' Pension Plan — Form 5500 plan (Woodbridge Holdings 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, The Woodbridge Group U.S. Salaried Employees' Pension Plan is a benefit plan reported by Woodbridge Holdings Inc. under EIN 39-1505258 and plan number 002. The latest loaded filing year is 2023. The filing reports 860 participants and $56,907,346 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woodbridge Holdings Inc.
- EIN
- 39-1505258
- Plan number
- 002
- Plan type
- 3
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 860
- End-of-year plan assets
- $56,907,346
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 860 | H, C | 20250108090003NAL0005949843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,907,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,907,346
- Net assets (BOY)
- $49,957,627
Income & contributions
- Employer contributions
- $2,860,000
- Participant contributions
- $0
- Total contributions
- $2,860,000
- Total income / additions
- $10,409,512
Expenses & distributions
- Benefits paid
- $2,081,370
- Administrative expenses
- $1,378,423
- Total expenses
- $3,459,793
- Net increase / (decrease)
- $6,949,719
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $558,392 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | NONE | $175,992 | not reported in the loaded dataset | 2023 |