2023 Form 5500 filing — First Data Corporation Retirement 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 20251009112135NAL0011346880001) for First Data Corporation Retirement Plan, reported by Fiserv Solutions, LLC under EIN 39-1833695 and plan number 005. It reports 4,227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251009112135NAL0011346880001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fiserv Solutions, LLC
- EIN
- 39-1833695
- Plan number
- 005
- Location
- Milwaukee, WI
- Participants
- 4,227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,185,179
- Total liabilities (EOY)
- $54,897
- Net assets (EOY)
- $1,130,282
- Employer contributions
- $18,950,000
- Total income / additions
- $24,195,164
- Benefits paid
- $152,204,490
- Administrative expenses
- $1,053,202
- Total expenses
- $153,257,692
- Net increase / (decrease)
- -$129,062,528
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Telus Health | NONE | $351,804 | not reported in the loaded dataset |
| Aon Investment Consulting, Inc. | NONE | $132,795 | not reported in the loaded dataset |
| State Street Bank & Trust Company | NONE | $112,186 | $0 |
| Parametric | NONE | $50,625 | not reported in the loaded dataset |