2023 Form 5500 filing — Willis Towers Watson Savings Plan Trust
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 20241014160439NAL0015260547001) for Willis Towers Watson Savings Plan Trust, reported by Willis Towers Watson Us LLC under EIN 53-0181291 and plan number 007. 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
- 20241014160439NAL0015260547001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Willis Towers Watson Us LLC
- EIN
- 53-0181291
- Plan number
- 007
- Location
- Arlington, VA
- 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)
- $4,090,491,878
- Total liabilities (EOY)
- $234,051
- Net assets (EOY)
- $4,090,257,827
- Total income / additions
- $616,992,757
- Benefits paid
- $0
- Administrative expenses
- $713,481
- Total expenses
- $713,481
- Net increase / (decrease)
- $616,279,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Northern Trust Company | TRUSTEE | $228,045 | $0 |
| Spyglass Capital Mgmt LLC | NONE | $91,178 | not reported in the loaded dataset |
| Sustainable Growth Advisers Lp | NONE | $85,480 | $0 |
| Snyder Capital Management Lp | NONE | $82,213 | $0 |
| Sanders Capital | NONE | $81,163 | $0 |
| Deloitte & Touche Llp | NONE | $60,160 | not reported in the loaded dataset |
| Lazard Asset Management LLC | NONE | $43,506 | $0 |
| Gqg Partners | NONE | $0 | $30,786 |
| Rainer & Company | NONE | $25,404 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $10,986 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $5,346 | $0 |