2023 Form 5500 filing — Gwl Uspf Lp

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 20241015113802NAL0016242403001) for Gwl Uspf Lp, reported by Everwest Advisors LLC under EIN 46-4012070 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241015113802NAL0016242403001
Filing year
2023
Form type
4
Plan sponsor
Everwest Advisors LLC
EIN
46-4012070
Plan number
001
Location
Denver, CO
Participants
not reported in the loaded dataset
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,309,603,000
Total liabilities (EOY)
$767,947,000
Net assets (EOY)
$541,656,000
Total income / additions
-$30,526,000
Benefits paid
$0
Administrative expenses
$5,233,000
Total expenses
$25,491,000
Net increase / (decrease)
-$56,017,000
Schedule source
Schedule H

Related Form 5500 pages