2023 Form 5500 filing — Equifax Inc. U.S. Retirement Income 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 20250303142816NAL0008820112001) for Equifax Inc. U.S. Retirement Income Plan, reported by Equifax Inc. under EIN 58-0401110 and plan number 001. It reports 6,472 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250303142816NAL0008820112001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Equifax Inc.
- EIN
- 58-0401110
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 6,472
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $374,198,922
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $374,198,922
- Total income / additions
- $38,232,829
- Benefits paid
- $66,214,487
- Administrative expenses
- $6,653,089
- Total expenses
- $72,867,576
- Net increase / (decrease)
- -$34,634,747
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $348,145 | not reported in the loaded dataset |
| Us Bank | TRUSTEE | $177,772 | not reported in the loaded dataset |
| Tower Watson Investment Services | NONE | $160,000 | not reported in the loaded dataset |
| Smith & Howard, P.C. | NONE | $37,000 | not reported in the loaded dataset |
| Kilpatrick Townsend | ATTORNEY/LEGAL | $9,564 | not reported in the loaded dataset |