West Valley Pension Plan — Form 5500 plan (Ch2m Hill Bwxt West Valley, 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, West Valley Pension Plan is a benefit plan reported by Ch2m Hill Bwxt West Valley, LLC under EIN 90-0629675 and plan number 001. The latest loaded filing year is 2023. The filing reports 774 participants and $128,600,067 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ch2m Hill Bwxt West Valley, LLC
- EIN
- 90-0629675
- Plan number
- 001
- Plan type
- 2
- Location
- West Valley, NY
- Latest filing year
- 2023
- Participants
- 774
- End-of-year plan assets
- $128,600,067
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 774 | H, C | 20241015121230NAL0047813792005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $128,600,067
- Total liabilities (EOY)
- $122,266
- Net assets (EOY)
- $128,477,801
- Net assets (BOY)
- $121,675,544
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $169,189
- Total contributions
- $169,189
- Total income / additions
- $15,027,583
Expenses & distributions
- Benefits paid
- $7,108,051
- Administrative expenses
- $1,117,275
- Total expenses
- $8,225,326
- Net increase / (decrease)
- $6,802,257
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investment Management | FIDUCIARY | $324,502 | $0 | 2023 |
| Towers Watson | not reported in the loaded dataset | $123,859 | not reported in the loaded dataset | 2023 |
| Milliman | not reported in the loaded dataset | $77,241 | not reported in the loaded dataset | 2023 |
| State Street | not reported in the loaded dataset | $70,325 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ch2m Hill Bwxt West Valley, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in West Valley, NY
- Mercer Investment Management — Schedule C compensation
- Towers Watson — Schedule C compensation
- Milliman — Schedule C compensation
- State Street — Schedule C compensation