2023 Form 5500 filing — Whittaker Corporation Employees' Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240313153035NAL0024353795001) for Whittaker Corporation Employees' Pension Plan, reported by Whittaker Corporation, A Delaware Corporation under EIN 95-4033076 and plan number 001. It reports 2,362 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240313153035NAL0024353795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whittaker Corporation, A Delaware Corporation
- EIN
- 95-4033076
- Plan number
- 001
- Location
- Simi Valley, CA
- Participants
- 2,362
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $2,430,482
- Benefits paid
- $3,487,132
- Administrative expenses
- $860,217
- Total expenses
- $4,347,349
- Net increase / (decrease)
- -$1,916,867
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting | CONSULTING | $191,569 | not reported in the loaded dataset |
| Sibson Consulting | CONSULTING | $68,064 | not reported in the loaded dataset |
| Jp Morgan Investment Managment Inc | INVESTMENT MANAGEMENT | $34,244 | not reported in the loaded dataset |
| River And Mercantile LLC | COPYING AND DUPLICATING | $18,000 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | PROFESSIONAL SERVICES | $10,631 | not reported in the loaded dataset |
| Carol C. Brown And Associates, P.C. | INVESTMENT MANAGEMENT | $5,198 | not reported in the loaded dataset |