Willis North America Inc. Pension Plan — Form 5500 plan (Willis North America Inc.)
Plain-English plan 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, Willis North America Inc. Pension Plan is a benefit plan reported by Willis North America Inc. under EIN 13-5654526 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,935 participants and $708,629,685 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Willis North America Inc.
- EIN
- 13-5654526
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 4,935
- End-of-year plan assets
- $708,629,685
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,935 | H, C | 20241014082037NAL0026806897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $708,629,685
- Total liabilities (EOY)
- $1,563,644
- Net assets (EOY)
- $707,066,041
- Net assets (BOY)
- $711,737,275
Income & contributions
- Total contributions
- $0
- Total income / additions
- $50,582,419
Expenses & distributions
- Benefits paid
- $50,549,287
- Administrative expenses
- $4,704,366
- Total expenses
- $55,253,653
- Net increase / (decrease)
- -$4,671,234
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northern Trust | TRUSTEE | $94,400 | $0 | 2023 |
| Parametric | NONE | $69,472 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | NONE | $64,793 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche Llp | NONE | $62,815 | not reported in the loaded dataset | 2023 |
| Legal & Genrl Invstmnt Mgmt America | NONE | $14,168 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Willis North America Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Northern Trust — Schedule C compensation
- Parametric — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation
- Legal & Genrl Invstmnt Mgmt America — Schedule C compensation