2023 Form 5500 filing — Xerox Corporation Retirement Income Guarantee 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 20250915204159NAL0001340305001) for Xerox Corporation Retirement Income Guarantee Plan, reported by Xerox Corporation under EIN 16-0468020 and plan number 335. It reports 13,681 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250915204159NAL0001340305001
Filing year
2023
Form type
2
Plan sponsor
Xerox Corporation
EIN
16-0468020
Plan number
335
Location
Norwalk, CT
Participants
13,681
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,452,006,000
Total liabilities (EOY)
$0
Net assets (EOY)
$1,452,006,000
Employer contributions
$64,436,000
Total income / additions
$218,978,000
Benefits paid
$134,638,000
Administrative expenses
$13,203,000
Total expenses
$147,841,000
Net increase / (decrease)
$71,137,000
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Conduent IncorporatedNONE$1,662,412not reported in the loaded dataset
Aon Consulting Inc.NONE$808,862not reported in the loaded dataset
State Street Bank & TrustTRUSTEE$515,238not reported in the loaded dataset
Rocaton Investment Advisors, LLCNONE$426,875not reported in the loaded dataset
Xerox CorporationEMPLOYER$384,018not reported in the loaded dataset
Pwc LlpNONE$340,497not reported in the loaded dataset
Morgan Lewis & Bockius LlpNONE$193,022not reported in the loaded dataset
Covington & BurlingNONE$52,881not reported in the loaded dataset
Curcio Webb, LLCNONE$50,693not reported in the loaded dataset
Evestment Alliance, LLCNONE$19,806not reported in the loaded dataset
Goodwin Procter LlpNONE$16,476not reported in the loaded dataset
Kirkland & Ellis LlpNONE$10,955not reported in the loaded dataset
Carlos Gonzalez Law Office LLCNONE$9,891not reported in the loaded dataset
Committee On Investment Of EmployeeEMPLOYEES$5,677not reported in the loaded dataset

Related Form 5500 pages