2023 Form 5500 filing — Willis Towers Watson Pension Plan For U.S. Employees
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 20241014082326NAL0014643635001) for Willis Towers Watson Pension Plan For U.S. Employees, reported by Willis Towers Watson Us LLC under EIN 53-0181291 and plan number 004. It reports 27,854 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014082326NAL0014643635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Willis Towers Watson Us LLC
- EIN
- 53-0181291
- Plan number
- 004
- Location
- Arlington, VA
- Participants
- 27,854
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,111,664,429
- Total liabilities (EOY)
- $7,906,382
- Net assets (EOY)
- $3,103,758,047
- Participant contributions
- $17,893,099
- Total income / additions
- $162,232,111
- Benefits paid
- $160,161,695
- Administrative expenses
- $5,621,959
- Total expenses
- $165,783,654
- Net increase / (decrease)
- -$3,551,543
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust | TRUSTEE | $363,743 | $0 |
| Parametric | NONE | $278,500 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co. | NONE | $244,546 | not reported in the loaded dataset |
| Deloitte And Touche Llp | NONE | $69,625 | not reported in the loaded dataset |
| Legal & General Inv Mgmt America | NONE | $24,424 | not reported in the loaded dataset |