Woodward Hrt Pension Plan — Form 5500 plan (Woodward, 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, Woodward Hrt Pension Plan is a benefit plan reported by Woodward, Inc. under EIN 36-1984010 and plan number 006. The latest loaded filing year is 2023. The filing reports 702 participants and $152,578,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woodward, Inc.
- EIN
- 36-1984010
- Plan number
- 006
- Plan type
- 2
- Location
- Fort Collins, CO
- Latest filing year
- 2023
- Participants
- 702
- End-of-year plan assets
- $152,578,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 702 | H, C | 20241002090013NAL0008560641006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $152,578,243
- Net assets (EOY)
- $152,578,243
- Net assets (BOY)
- $141,717,431
Income & contributions
- Employer contributions
- $99,693
- Total contributions
- $99,693
- Total income / additions
- $17,946,065
Expenses & distributions
- Benefits paid
- $6,753,325
- Administrative expenses
- $331,928
- Total expenses
- $7,085,253
- Net increase / (decrease)
- $10,860,812
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | RECORDKEEPER | $112,223 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | ACTUARY | $58,484 | not reported in the loaded dataset | 2023 |
| Vanguard Fiduciary Trust | TRUSTEE | $56,854 | not reported in the loaded dataset | 2023 |
| Benning Group, LLC | AUDITOR | $20,100 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | INVESTMENT ADVISOR | $16,875 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Woodward, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Fort Collins, CO
- Milliman — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Vanguard Fiduciary Trust — Schedule C compensation
- Benning Group, LLC — Schedule C compensation
- Fiducient Advisors — Schedule C compensation