Who sponsors the Whittaker Corporation Employees' Pension Plan?

Whittaker Corporation Employees' Pension Plan is reported as sponsored by Whittaker Corporation, A Delaware Corporation (EIN 95-4033076, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Whittaker Corporation Employees' Pension Plan?

The latest Form 5500 filing year loaded for Whittaker Corporation Employees' Pension Plan is 2023.

How many participants does Whittaker Corporation Employees' Pension Plan report?

Whittaker Corporation Employees' Pension Plan reports 2,362 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Whittaker Corporation Employees' Pension Plan?

Whittaker Corporation Employees' Pension Plan reports $0 in end-of-year plan assets in its latest loaded Form 5500 filing.

Whittaker Corporation Employees' Pension Plan — Form 5500 plan (Whittaker Corporation, A Delaware 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, Whittaker Corporation Employees' Pension Plan is a benefit plan reported by Whittaker Corporation, A Delaware Corporation under EIN 95-4033076 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,362 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Whittaker Corporation, A Delaware Corporation
EIN: 95-4033076
Plan number: 001
Plan type: 2
Location: Simi Valley, CA
Latest filing year: 2023
Participants: 2,362
End-of-year plan assets: $0

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	2,362	H, C	20240313153035NAL0024353795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Net assets (BOY): $67,142,143

Income & contributions

Total contributions: $0
Total income / additions: $2,430,482

Expenses & distributions

Benefits paid: $3,487,132
Administrative expenses: $860,217
Total expenses: $4,347,349
Net increase / (decrease): -$1,916,867

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Aon Consulting	CONSULTING	$191,569	not reported in the loaded dataset	2023
Sibson Consulting	CONSULTING	$68,064	not reported in the loaded dataset	2023
Jp Morgan Investment Managment Inc	INVESTMENT MANAGEMENT	$34,244	not reported in the loaded dataset	2023
River And Mercantile LLC	COPYING AND DUPLICATING	$18,000	not reported in the loaded dataset	2023
Cliftonlarsonallen Llp	PROFESSIONAL SERVICES	$10,631	not reported in the loaded dataset	2023
Carol C. Brown And Associates, P.C.	INVESTMENT MANAGEMENT	$5,198	not reported in the loaded dataset	2023