Caliber Holdings Corporation Retirement Savings Plan — Form 5500 plan (Wand Newco 3, 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, Caliber Holdings Corporation Retirement Savings Plan is a benefit plan reported by Wand Newco 3, Inc. under EIN 82-2856885 and plan number 001. The latest loaded filing year is 2023. The filing reports 34,006 participants and $695,237,495 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wand Newco 3, Inc.
- EIN
- 82-2856885
- Plan number
- 001
- Plan type
- 2
- Location
- Lewisville, TX
- Latest filing year
- 2023
- Participants
- 34,006
- End-of-year plan assets
- $695,237,495
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 34,006 | H, C | 20241014150548NAL0054107250001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $695,237,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $695,237,495
- Net assets (BOY)
- $512,690,175
Income & contributions
- Employer contributions
- $28,343,060
- Participant contributions
- $109,371,539
- Total contributions
- $145,247,357
- Total income / additions
- $236,612,691
Expenses & distributions
- Benefits paid
- $52,400,537
- Administrative expenses
- $1,664,834
- Total expenses
- $54,065,371
- Net increase / (decrease)
- $182,547,320
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $1,566,742 | $0 | 2023 |
| Sageview Advisory Group LLC | CONSULTANT | $40,217 | not reported in the loaded dataset | 2023 |
| Baker Tilly Virchow Krause Llp | AUDITOR | $34,125 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | ADVISOR | $23,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wand Newco 3, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Lewisville, TX
- Transamerica Retirement Solutions — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation
- Baker Tilly Virchow Krause Llp — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation