2023 Form 5500 filing — Retirement Benefit Accumulation Plan For Employees Of Pwc
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 20250414203333NAL0001036931001) for Retirement Benefit Accumulation Plan For Employees Of Pwc, reported by Pwc Us Group Llp under EIN 92-0400838 and plan number 002. It reports 16,853 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414203333NAL0001036931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pwc Us Group Llp
- EIN
- 92-0400838
- Plan number
- 002
- Location
- Tampa, FL
- Participants
- 16,853
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,916,753,026
- Total liabilities (EOY)
- $91,500
- Net assets (EOY)
- $1,916,661,526
- Employer contributions
- $9,000,000
- Total income / additions
- $247,741,327
- Benefits paid
- $180,147,393
- Administrative expenses
- $2,996,717
- Total expenses
- $183,144,110
- Net increase / (decrease)
- $64,597,217
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Bank Of New York Mellon Corp | CUSTODIAN | $340,029 | $0 |
| Sei Investments | NONE | $267,140 | $0 |
| Grant Thornton Llp | NONE | $114,561 | not reported in the loaded dataset |
| Morningstar, Inc | NONE | $62,206 | not reported in the loaded dataset |
| Aon Investments Usa Inc | NONE | $52,794 | not reported in the loaded dataset |
| Conduent Hr Solutions, LLC | NONE | $41,090 | not reported in the loaded dataset |
| West Publishing Corp | NONE | $16,933 | not reported in the loaded dataset |