2023 Form 5500 filing — The Woodbridge Group U.S. Salaried 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 20250108090003NAL0005949843001) for The Woodbridge Group U.S. Salaried Employees' Pension Plan, reported by Woodbridge Holdings Inc. under EIN 39-1505258 and plan number 002. It reports 860 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250108090003NAL0005949843001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Woodbridge Holdings Inc.
- EIN
- 39-1505258
- Plan number
- 002
- Location
- Troy, MI
- Participants
- 860
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,907,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,907,346
- Employer contributions
- $2,860,000
- Participant contributions
- $0
- Total income / additions
- $10,409,512
- Benefits paid
- $2,081,370
- Administrative expenses
- $1,378,423
- Total expenses
- $3,459,793
- Net increase / (decrease)
- $6,949,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $558,392 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $175,992 | not reported in the loaded dataset |