Wgu Retirement Savings Plan — Form 5500 plan (Wgu Corporation)
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, Wgu Retirement Savings Plan is a benefit plan reported by Wgu Corporation under EIN 84-1383926 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,519 participants and $431,080,482 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wgu Corporation
- EIN
- 84-1383926
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 11,519
- End-of-year plan assets
- $431,080,482
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,519 | H, C | 20241014095008NAL0013084675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $431,080,482
- Net assets (EOY)
- $431,080,482
- Net assets (BOY)
- $327,223,731
Income & contributions
- Employer contributions
- $29,485,669
- Participant contributions
- $32,678,419
- Total contributions
- $67,471,360
- Total income / additions
- $132,237,576
Expenses & distributions
- Benefits paid
- $26,330,623
- Administrative expenses
- $1,061,118
- Total expenses
- $28,380,825
- Net increase / (decrease)
- $103,856,751
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $763,905 | $0 | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $277,000 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | AUDITOR | $20,213 | not reported in the loaded dataset | 2023 |
| National Financial Services | BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wgu Corporation
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Transamerica Retirement Solutions — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- National Financial Services — Schedule C compensation