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Retirement plan

WEYERHAEUSER PENSION PLAN

WEYERHAEUSER COMPANYEIN 91-0470860Plan #002PY 2016
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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-$2.13B assets
Prospect flagsHigh retiree %Wind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(206) 539-3000
Plan administrator signer
JODI GLANDON
Signed 10/13/2017
How to read this page

Summary metrics

Total assets (EOY)
$4548.4M
+2.6% from 2016
Total participants
70,995
+0.8% from 2016
Average account balance
$0
No prior year
Annual return
3.67%
-1.01 pp from 2016

Benchmarks

See 215 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants5,000-9,999
Cohort215 peers
Snapshot2016
Participant deferral / active EE
$0
median $31
Employer contribution / active EE
$0
median $6,836
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $57,821
Admin fee / account holder
$0
median $387
Annual return
3.67%
median 6.54%
Overall peer rank
21st 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 15 by compensation
ProviderService typeCompensation
THE VANGUARD GROUP2+ years
Service code 13 · EIN 23-1945930
Contract Administrator
$1,793,614
WILLIS TOWERS WATSON2+ years
Service code 13 · EIN 98-0352587
Contract Administrator
$1,452,641
THE BANK OF NEW YORK MELLON2+ years
Service code 18 · EIN 13-5160382
Custodial (other than securities)
$1,210,103
MERCER2+ years
Service code 17 · EIN 13-2834414
Pension Consulting
$831,999
DELOITTE2+ years
Service code 16 · EIN 86-1065772
Consulting
$280,500
HERRON PALMER2+ years
Service code 16 · EIN 45-4725418
Consulting
$224,610
SCHULTE ROTH AND ZABEL2+ years
Service code 29 · EIN 13-2633996
Legal
$109,265
KPMG2+ years
Service code 10 · EIN 13-5565207
Accounting
$74,691
MAILMEDIA2+ years
Service code 38
42 GREENE ST · NEW YORK, NY 100132693
Participant Communication
$42,128
PRINT NW1 year
Service code 38
9914 32ND AVE S · LAKEWOOD, WA 98499
Participant Communication
$39,754

Enrolled actuary

1 attachment
SB

ERIC VELETZOS

MERCER
Enrollment #1706200
777 S. FIGUEROA STREET SUITE 2400
LOS ANGELES, CA 90017
(213) 346-2647
Signed 2017-08-17

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 codes1A1B1C3H
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).
  • 1C
    Cash balance or similar plan
    A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
  • 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
$17.7M
$2781 / participant
  • Contract admin$5M25.8%
  • Other / not subdivided$13M74.2%
% of EOY assets
0.389%
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