Plan5500

Wilbur-Ellis Retirement Plan — Form 5500 plan (Wilbur-Ellis Holdings, 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, Wilbur-Ellis Retirement Plan is a benefit plan reported by Wilbur-Ellis Holdings, Inc. under EIN 46-2652182 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,634 participants and $254,627,083 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wilbur-Ellis Holdings, Inc.
EIN
46-2652182
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
5,634
End-of-year plan assets
$254,627,083

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,634H, C20241015160147NAL0016825667001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$254,627,083
Total liabilities (EOY)
$0
Net assets (EOY)
$254,627,083
Net assets (BOY)
$305,774,946

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$30,904,111

Expenses & distributions

Benefits paid
$81,284,674
Administrative expenses
$767,300
Total expenses
$82,051,974
Net increase / (decrease)
-$51,147,863

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gallagher Benefit ServicesNONE$540,006not reported in the loaded dataset2023
Us BankNONE$156,059$02023

Related Form 5500 pages