Jeld-Wen, Inc. Restated Pension Plan — Form 5500 plan (Jeld-Wen, 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, Jeld-Wen, Inc. Restated Pension Plan is a benefit plan reported by Jeld-Wen, Inc. under EIN 93-0496342 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,215 participants and $279,578,727 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jeld-Wen, Inc.
- EIN
- 93-0496342
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 9,215
- End-of-year plan assets
- $279,578,727
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,215 | H, C | 20241014144712NAL0013473331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $279,578,727
- Total liabilities (EOY)
- $154,146
- Net assets (EOY)
- $279,424,581
- Net assets (BOY)
- $314,688,195
Income & contributions
- Total contributions
- $0
- Total income / additions
- $35,889,403
Expenses & distributions
- Benefits paid
- $66,694,279
- Administrative expenses
- $4,458,738
- Total expenses
- $71,153,017
- Net increase / (decrease)
- -$35,263,614
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Towers Watson Deleware Inc | ACTUARY | $872,373 | not reported in the loaded dataset | 2023 |
| Principal Costodial Solutions | CONTRACT ADMINSTRATOR | $457,800 | not reported in the loaded dataset | 2023 |
| Columbia Management | INVESTMENT MANAGEMENT | $155,481 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors LLC | INVESTMENT MANAGEMENT | $105,000 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management | INVESTMENT MANAGEMENT | $61,247 | not reported in the loaded dataset | 2023 |
| Jones & Roth, Pc | ACCOUNTANT | $21,800 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINSTRATOR | $18,594 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jeld-Wen, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Towers Watson Deleware Inc — Schedule C compensation
- Principal Costodial Solutions — Schedule C compensation
- Columbia Management — Schedule C compensation
- Gallagher Fiduciary Advisors LLC — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Jones & Roth, Pc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation