2023 Form 5500 filing — Xerox Participant Directed Pool
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 20241014144628NAL0026452705001) for Xerox Participant Directed Pool, reported by Xerox Corporation under EIN 04-3192419 and plan number 016. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144628NAL0026452705001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Xerox Corporation
- EIN
- 04-3192419
- Plan number
- 016
- Location
- Norwalk, CT
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,018,321,933
- Total liabilities (EOY)
- $1,504,139
- Net assets (EOY)
- $4,016,817,794
- Total income / additions
- $590,630,536
- Benefits paid
- $0
- Administrative expenses
- $2,603,240
- Total expenses
- $2,603,240
- Net increase / (decrease)
- $588,027,296
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lsv Asset Management | NONE | $740,361 | not reported in the loaded dataset |
| T Rowe Price | NONE | $700,968 | $0 |
| Mfs Heritage Trust Company | NONE | $602,228 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $240,362 | $0 |
| Blackrock Institutional Trust | NONE | $186,936 | not reported in the loaded dataset |
| Voya Investment Trust Co. | NONE | $92,834 | not reported in the loaded dataset |
| Evestment Alliance LLC | NONE | $21,864 | not reported in the loaded dataset |
| Stevens Group, Inc. | NONE | $10,634 | not reported in the loaded dataset |