Wiltel Communications, LLC Pension Plan — Form 5500 plan (Jefferies Financial Group Inc.)
Plain-English plan 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, Wiltel Communications, LLC Pension Plan is a benefit plan reported by Jefferies Financial Group Inc. under EIN 13-2615557 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,468 participants and $104,868,663 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jefferies Financial Group Inc.
- EIN
- 13-2615557
- Plan number
- 004
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 2,468
- End-of-year plan assets
- $104,868,663
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,468 | H, C | 20241014115143NAL0013232947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $104,868,663
- Total liabilities (EOY)
- $201,828
- Net assets (EOY)
- $104,666,835
- Net assets (BOY)
- $98,894,779
Income & contributions
- Employer contributions
- $2,143,400
- Total contributions
- $2,143,400
- Total income / additions
- $15,819,894
Expenses & distributions
- Benefits paid
- $7,850,959
- Administrative expenses
- $2,196,879
- Total expenses
- $10,047,838
- Net increase / (decrease)
- $5,772,056
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blackrock Institutional Trust Co N | NONE | $449,772 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | NONE | $375,194 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | NONE | $66,616 | not reported in the loaded dataset | 2023 |
| Tanner LLC | NONE | $31,922 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jefferies Financial Group Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Blackrock Institutional Trust Co N — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- Tanner LLC — Schedule C compensation