2023 Form 5500 filing — Xerox Corporation 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 20241014144343NAL0013468291001) for Xerox Corporation Savings Plan, reported by Xerox Corporation under EIN 16-0468020 and plan number 334. It reports 22,927 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144343NAL0013468291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Xerox Corporation
- EIN
- 16-0468020
- Plan number
- 334
- Location
- Norwalk, CT
- Participants
- 22,927
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,948,866,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,948,866,000
- Employer contributions
- $18,178,000
- Participant contributions
- $70,068,000
- Total income / additions
- $670,543,000
- Benefits paid
- $360,311,000
- Administrative expenses
- $2,810,000
- Total expenses
- $363,121,000
- Net increase / (decrease)
- $307,422,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Institutional Plan Services | NONE | $844,771 | not reported in the loaded dataset |
| Xerox Corporation | EMPLOYER | $362,651 | not reported in the loaded dataset |
| State Street Retiree Services | NONE | $298,607 | not reported in the loaded dataset |
| Rocaton Investment Advisors, LLC | NONE | $281,261 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | NONE | $269,168 | not reported in the loaded dataset |
| Aon Consulting, Inc | NONE | $85,205 | not reported in the loaded dataset |
| Covington & Burling | LEGAL | $41,967 | not reported in the loaded dataset |