PlanOptica
Retirement plan

WEYERHAEUSER PENSION PLAN

WEYERHAEUSER COMPANYEIN 91-0470860Plan #002PY 2019
Sign in to saveView 5500 PDF
220 OCCIDENTAL AVE S - SEATTLE, WA 98104206-539-3000weyerhaeuser.comLinkedIn10001+ employeespaper & forest products
Other plans on this EIN
1 filing
#035Retirement-$2.21B assets
Prospect flagsHigh retiree %Low returnsHigh cashLow participationWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(206) 539-3000
Plan administrator signer
JODI ROBINSON-CODY
Signed 10/12/2020
How to read this page

Summary metrics

Total assets (EOY)
$2863.2M
+2.6% from 2016
Total participants
26,188
+0.8% from 2016
Average account balance
$0
No prior year
Annual return
9.92%
-1.01 pp from 2016

Benchmarks

See 87 peers
Peer group
Industry32 - Manufacturing
Plan typeDefined benefit
Participants1,000-4,999
Cohort87 peers
Snapshot2019
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $10,415
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $341,093,897
Admin fee / account holder
$0
median $1,551,325
Annual return
9.92%
median 17.96%
Overall peer rank
4th 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 16 by compensation
ProviderService typeCompensation
MORGAN STANLEY1 year
Service code 28 · EIN 13-3040307
Investment Management
$4,578,021
BLACKROCK FINANCIAL1 year
Service code 28 · EIN 13-3806691
Investment Management
$3,761,017
WILLIS TOWERS WATSON US LLC1 year
Service code 13 · EIN 53-0181291
Contract Administrator
$3,243,392
THE BANK OF NEW YORK MELLON5+ years
Service code 18 · EIN 13-5160382
Direct payment from the plan; Custodi...
$1,176,034
GOLDMAN SACHS1 year
Service code 28 · EIN 13-3575636
Investment Management
$882,000
MERCER5+ years
Service code 11 · EIN 13-2834414
Actuarial
$630,948
APTITUDE INVESTMENT MANAGEMENT1 year
Service code 28 · EIN 45-4485337
Investment Management
$444,000
FROST BROWN TODD2 years
Service code 29 · EIN 61-0722001
Legal
$135,013
DELOITTE TAX LLP1 year
Service code 10 · EIN 86-1065772
Accounting
$128,000
K&L GATES, LLP1 year
Service code 29 · EIN 25-0921018
Legal
$120,184

Enrolled actuary

1 attachment
SB

CHRISTOPHER R. LAYTON

MERCER
Enrollment #2007243
1301 5TH AVENUE
SEATTLE, WA 98101
(206) 214-3500
Signed 2020-09-16

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 codes1A1B1C3H1E
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).
  • 1E
    Section 401(h) arrangement
    Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • 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

5 tripped
  • OpportunityLow participation

    Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • OpportunityHigh cash

    More than 10% of assets are held in cash - possible menu-design or default-fund problem.

  • 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
$34.6M
$7078 / participant
  • Investment mgmt$5M14.9%
  • Contract admin$9M26.2%
  • Other / not subdivided$20M58.9%
% of EOY assets
1.207%
all-in expense ratio
Categories reported
2 / 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