2023 Form 5500 filing — Fiserv 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240704042219NAL0005147507001) for Fiserv 401(K) Savings Plan, reported by Fiserv Solutions, LLC. under EIN 39-1833695 and plan number 004. It reports 39,648 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240704042219NAL0005147507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fiserv Solutions, LLC.
- EIN
- 39-1833695
- Plan number
- 004
- Location
- Milwaukee, WI
- Participants
- 39,648
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,811,714,630
- Total liabilities (EOY)
- $4,251,462
- Net assets (EOY)
- $4,807,463,168
- Employer contributions
- $68,763,385
- Participant contributions
- $216,689,047
- Total income / additions
- $1,042,613,546
- Benefits paid
- $570,207,458
- Administrative expenses
- $1,680,238
- Total expenses
- $571,980,825
- Net increase / (decrease)
- $470,632,721
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | NONE | $1,619,441 | $188,438 |
| Aon Hewitt | NONE | $87,500 | not reported in the loaded dataset |