2023 Form 5500 filing — Computershare 401(K) Retirement 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 20240927124403NAL0003696928001) for Computershare 401(K) Retirement Plan, reported by Computershare Us Services Inc. under EIN 20-2974794 and plan number 001. It reports 8,408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927124403NAL0003696928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Computershare Us Services Inc.
- EIN
- 20-2974794
- Plan number
- 001
- Location
- Canton, MA
- Participants
- 8,408
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $611,662,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $611,662,483
- Employer contributions
- $19,213,619
- Participant contributions
- $40,402,270
- Total income / additions
- $152,084,530
- Benefits paid
- $61,788,559
- Administrative expenses
- $454,944
- Total expenses
- $62,261,850
- Net increase / (decrease)
- $89,822,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $333,244 | $0 |
| Aon Investments Usa Inc. | CONSULTANT | $82,500 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | ACCOUNTANT/AUDITOR | $39,200 | not reported in the loaded dataset |