2023 Form 5500 filing — West Fraser, Inc. 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 20241011160605NAL0039408144001) for West Fraser, Inc. Pension Plan, reported by West Fraser, Inc. under EIN 72-1489951 and plan number 002. It reports 2,117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011160605NAL0039408144001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Fraser, Inc.
- EIN
- 72-1489951
- Plan number
- 002
- Location
- Cordova, TN
- Participants
- 2,117
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,873,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,873,459
- Total income / additions
- $5,394,472
- Benefits paid
- $48,094,531
- Administrative expenses
- $2,340,493
- Total expenses
- $50,435,024
- Net increase / (decrease)
- -$45,040,552
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Mgmt Trust Co | TRUSTEE | $382,903 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | ACTUARIAL/CONSULTING | $181,810 | not reported in the loaded dataset |
| Fid Inst Asset Mgmt Co | INV. ADVISORY | $179,417 | $0 |
| Mcdermott Will & Emery | LEGAL | $6,812 | not reported in the loaded dataset |
| Morgan Stanley | INV. ADVISORY | $6,035 | $0 |