Computershare 401(K) Retirement Plan — Form 5500 plan (Computershare Us Services 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, Computershare 401(K) Retirement Plan is a benefit plan reported by Computershare Us Services Inc. under EIN 20-2974794 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,408 participants and $611,662,483 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Computershare Us Services Inc.
- EIN
- 20-2974794
- Plan number
- 001
- Plan type
- 2
- Location
- Canton, MA
- Latest filing year
- 2023
- Participants
- 8,408
- End-of-year plan assets
- $611,662,483
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,408 | H, C | 20240927124403NAL0003696928001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $611,662,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $611,662,483
- Net assets (BOY)
- $521,839,803
Income & contributions
- Employer contributions
- $19,213,619
- Participant contributions
- $40,402,270
- Total contributions
- $67,322,252
- Total income / additions
- $152,084,530
Expenses & distributions
- Benefits paid
- $61,788,559
- Administrative expenses
- $454,944
- Total expenses
- $62,261,850
- Net increase / (decrease)
- $89,822,680
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $333,244 | $0 | 2023 |
| Aon Investments Usa Inc. | CONSULTANT | $82,500 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | ACCOUNTANT/AUDITOR | $39,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Computershare Us Services Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Canton, MA
- Fidelity Investments Institutional — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation