PlanOptica
Retirement plan

WEYERHAEUSER PENSION PLAN

WEYERHAEUSER COMPANYEIN 91-0470860Plan #002PY 2015
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220 OCCIDENTAL AVE S - SEATTLE, WA 98104206-539-3000weyerhaeuser.comLinkedIn10001+ employeespaper & forest products
Other plans on this EIN
1 filing
#035Retirement-$1.96B assets
Prospect flagsHigh retiree %Wind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor & administrator signer
JODI GLANDON
Signed 10/17/2016
(206) 539-3000
How to read this page

Summary metrics

Total assets (EOY)
$4667.6M
+2.6% from 2016
Total participants
71,582
+0.8% from 2016
Average account balance
$0
No prior year
Annual return
2.66%
-1.01 pp from 2016

Benchmarks

See 181 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants5,000-9,999
Cohort181 peers
Snapshot2015
Participant deferral / active EE
$0
median $77
Employer contribution / active EE
$0
median $7,040
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
2.66%
median -1.02%
Overall peer rank
91st percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$1.48B
Average account balance
Total assets / participants with a balance (line 6g)
$76K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
16,534
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$30.00M
Not enough data
2 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$7K
Not enough data
2 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-6.18%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 10 of 18 by compensation
ProviderService typeCompensation
THE VANGUARD GROUP1+ years
Service code 13 · EIN 23-1945930
Contract Administrator
$2,857,625
DELOITTE1+ years
Service code 16 · EIN 86-1065772
Consulting
$322,425
THE BANK OF NEW YORK MELLON1+ years
Service code 18 · EIN 13-5160382
Custodial (other than securities)
$308,083
HERRON PALMER1+ years
Service code 16 · EIN 45-4725418
Consulting
$282,883
MERCER1+ years
Service code 17 · EIN 13-2834414
Pension Consulting
$256,653
KPMG1+ years
Service code 10 · EIN 13-5565207
Accounting
$54,275
WILLIS TOWERS WATSON1+ years
Service code 13 · EIN 98-0352587
Contract Administrator
$41,179
MAILMEDIA1+ years
Service code 38
42 GREENE ST · NEW YORK, NY 100132693
Participant Communication
$35,342
SCOTIA TRUST1+ years
Service code 16 · EIN 13-4941099
Consulting
$31,000
PAUL HASTINGS1+ years
Service code 29
200 PARK AVENUE · NEW YORK, NY 10166
Legal
$23,387

Enrolled actuary

1 attachment
SB

ERIC VELETZOS

MERCER
Enrollment #1406200
777 S. FIGUEROA STREET SUITE 2400
LOS ANGELES, CA 90017
(213) 346-2647
Signed 2016-08-16

Top hat statement on fileNQDC

Filed January 5, 2009

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes1A1B3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1B
    Benefits are primarily flat dollar
    Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped
  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II
Admin total
$10.7M
$1284 / participant
  • Contract admin$3M30.7%
  • Other / not subdivided$7M69.3%
% of EOY assets
0.229%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
KPMG
Auditor EIN
135565207
Audit fees
(not subdivided)
Opinion code
Disclaimer