2023 Form 5500 filing — Woodward Hrt 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 20241002090013NAL0008560641006) for Woodward Hrt Pension Plan, reported by Woodward, Inc. under EIN 36-1984010 and plan number 006. It reports 702 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002090013NAL0008560641006
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Woodward, Inc.
- EIN
- 36-1984010
- Plan number
- 006
- Location
- Fort Collins, CO
- Participants
- 702
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $152,578,243
- Net assets (EOY)
- $152,578,243
- Employer contributions
- $99,693
- Total income / additions
- $17,946,065
- Benefits paid
- $6,753,325
- Administrative expenses
- $331,928
- Total expenses
- $7,085,253
- Net increase / (decrease)
- $10,860,812
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | RECORDKEEPER | $112,223 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | ACTUARY | $58,484 | not reported in the loaded dataset |
| Vanguard Fiduciary Trust | TRUSTEE | $56,854 | not reported in the loaded dataset |
| Benning Group, LLC | AUDITOR | $20,100 | not reported in the loaded dataset |
| Fiducient Advisors | INVESTMENT ADVISOR | $16,875 | not reported in the loaded dataset |