Westlake Defined Benefit Plan — Form 5500 plan (Westlake Management Services, 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, Westlake Defined Benefit Plan is a benefit plan reported by Westlake Management Services, Inc. under EIN 76-0321065 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,336 participants and $426,598,737 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westlake Management Services, Inc.
- EIN
- 76-0321065
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 3,336
- End-of-year plan assets
- $426,598,737
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,336 | H, C | 20241014154145NAL0046646320001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $426,598,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $426,598,737
- Net assets (BOY)
- $415,462,666
Income & contributions
- Total contributions
- $0
- Total income / additions
- $55,030,686
Expenses & distributions
- Benefits paid
- $40,567,989
- Administrative expenses
- $3,326,626
- Total expenses
- $43,894,615
- Net increase / (decrease)
- $11,136,071
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $586,704 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $124,345 | $0 | 2023 |
| Lcg Associates, Inc. | NONE | $65,250 | not reported in the loaded dataset | 2023 |
| Western Asset Management Company | NONE | $60,861 | $0 | 2023 |
| Gary A. Nagler And Associates | NONE | $5,138 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Westlake Management Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Willis Towers Watson Us LLC — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Lcg Associates, Inc. — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Gary A. Nagler And Associates — Schedule C compensation