Westlake Master Defined Benefit Trust — 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 Master Defined Benefit Trust is a benefit plan reported by Westlake Management Services, Inc. under EIN 76-0321065 and plan number 007. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $426,829,443 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
- 007
- Plan type
- 4
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $426,829,443
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241014154401NAL0027758545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $426,829,443
- Total liabilities (EOY)
- $230,706
- 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
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $55,030,686
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.