2023 Form 5500 filing — Retirement Income Guarantee Plan Of Xerox Corporation And The Xerographic Division, Rochester Regional Joint Board On Behalf Of Itself And O
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 20250915204646NAL0001482385001) for Retirement Income Guarantee Plan Of Xerox Corporation And The Xerographic Division, Rochester Regional Joint Board On Behalf Of Itself And O, reported by Xerox Corporation under EIN 16-0468020 and plan number 003. It reports 691 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915204646NAL0001482385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Xerox Corporation
- EIN
- 16-0468020
- Plan number
- 003
- Location
- Norwalk, CT
- Participants
- 691
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,526,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,526,000
- Employer contributions
- $3,005,000
- Total income / additions
- $10,094,000
- Benefits paid
- $5,259,000
- Administrative expenses
- $603,000
- Total expenses
- $5,862,000
- Net increase / (decrease)
- $4,232,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting | NONE | $165,646 | not reported in the loaded dataset |
| Conduent Incorporated | NONE | $75,762 | not reported in the loaded dataset |
| State Street Bank And Trust Company | TRUSTEE | $23,498 | not reported in the loaded dataset |
| Rocaton Investment Advisors, LLC | NONE | $19,461 | not reported in the loaded dataset |
| Xerox Corporation | EMPLOYER | $17,514 | not reported in the loaded dataset |
| Morgan Lewis & Bockius Llp | LEGAL | $15,645 | not reported in the loaded dataset |
| Pwc Llp | NONE | $15,503 | not reported in the loaded dataset |