Plan5500

Westlake Savings Plan — Form 5500 plan (Westlake Management Services, 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, Westlake Savings Plan is a benefit plan reported by Westlake Management Services, Inc. under EIN 76-0321065 and plan number 004. The latest loaded filing year is 2023. The filing reports 12,797 participants and $1,772,659,922 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Westlake Management Services, Inc.
EIN
76-0321065
Plan number
004
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
12,797
End-of-year plan assets
$1,772,659,922

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312,797H, C20241014155558NAL0026642305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,772,659,922
Total liabilities (EOY)
$0
Net assets (EOY)
$1,772,659,922
Net assets (BOY)
$1,470,870,580

Income & contributions

Employer contributions
$91,854,910
Participant contributions
$73,130,486
Total contributions
$172,432,779
Total income / additions
$429,393,560

Expenses & distributions

Benefits paid
$135,788,503
Administrative expenses
$1,395,255
Total expenses
$137,166,498
Net increase / (decrease)
$292,227,062

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Advisers Inc.NONE$777,187not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$652,057$02023
Lcg AssociatesNONE$29,000not reported in the loaded dataset2023
Gary A Nagler PllcNONE$18,910not reported in the loaded dataset2023

Related Form 5500 pages