Gwl Uspf Lp — Form 5500 plan (Everwest Advisors LLC)
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, Gwl Uspf Lp is a benefit plan reported by Everwest Advisors LLC under EIN 46-4012070 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,309,603,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Everwest Advisors LLC
- EIN
- 46-4012070
- Plan number
- 001
- Plan type
- 4
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,309,603,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241015113802NAL0016242403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,309,603,000
- Total liabilities (EOY)
- $767,947,000
- Net assets (EOY)
- $541,656,000
- Net assets (BOY)
- $646,445,000
Income & contributions
- Total contributions
- $0
- Total income / additions
- -$30,526,000
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $5,233,000
- Total expenses
- $25,491,000
- Net increase / (decrease)
- -$56,017,000
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.