West Fraser, Inc. Pension Plan — Form 5500 plan (West Fraser, 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, West Fraser, Inc. Pension Plan is a benefit plan reported by West Fraser, Inc. under EIN 72-1489951 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,117 participants and $47,873,459 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Fraser, Inc.
- EIN
- 72-1489951
- Plan number
- 002
- Plan type
- 2
- Location
- Cordova, TN
- Latest filing year
- 2023
- Participants
- 2,117
- End-of-year plan assets
- $47,873,459
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,117 | H, C | 20241011160605NAL0039408144001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,873,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,873,459
- Net assets (BOY)
- $92,914,011
Income & contributions
- Total contributions
- $0
- Total income / additions
- $5,394,472
Expenses & distributions
- Benefits paid
- $48,094,531
- Administrative expenses
- $2,340,493
- Total expenses
- $50,435,024
- Net increase / (decrease)
- -$45,040,552
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Mgmt Trust Co | TRUSTEE | $382,903 | not reported in the loaded dataset | 2023 |
| Fid Inv Inst Ops Co | ACTUARIAL/CONSULTING | $181,810 | not reported in the loaded dataset | 2023 |
| Fid Inst Asset Mgmt Co | INV. ADVISORY | $179,417 | $0 | 2023 |
| Mcdermott Will & Emery | LEGAL | $6,812 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | INV. ADVISORY | $6,035 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for West Fraser, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Cordova, TN
- Fid Mgmt Trust Co — Schedule C compensation
- Fid Inv Inst Ops Co — Schedule C compensation
- Fid Inst Asset Mgmt Co — Schedule C compensation
- Mcdermott Will & Emery — Schedule C compensation
- Morgan Stanley — Schedule C compensation