2023 Form 5500 filing — The Williams Investment Plus 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 20241011111510NAL0012413059001) for The Williams Investment Plus Plan, reported by The Williams Companies, Inc. under EIN 73-0569878 and plan number 008. It reports 6,897 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011111510NAL0012413059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Williams Companies, Inc.
- EIN
- 73-0569878
- Plan number
- 008
- Location
- Tulsa, OK
- Participants
- 6,897
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,681,202,476
- Total liabilities (EOY)
- $1,376,689
- Net assets (EOY)
- $1,679,825,787
- Employer contributions
- $59,548,965
- Participant contributions
- $63,700,016
- Total income / additions
- $439,650,779
- Benefits paid
- $141,215,418
- Administrative expenses
- $2,317,752
- Total expenses
- $143,635,462
- Net increase / (decrease)
- $296,015,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Invest. Instl. Oper. Co., | PARTY-IN-INTEREST | $339,057 | $0 |
| Mercer Investment Consulting, Inc. | PARTY-IN-INTEREST | $135,271 | not reported in the loaded dataset |
| Mercer (Us) Inc. | PARTY-IN-INTEREST | $11,762 | not reported in the loaded dataset |