The Western Union Company Incentive Savings Plan — Form 5500 plan (The Western Union Company)
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, The Western Union Company Incentive Savings Plan is a benefit plan reported by The Western Union Company under EIN 20-4531180 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,727 participants and $427,752,966 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Western Union Company
- EIN
- 20-4531180
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 2,727
- End-of-year plan assets
- $427,752,966
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,727 | H, C | 20240910114203NAL0002957091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $427,752,966
- Total liabilities (EOY)
- $2,037,818
- Net assets (EOY)
- $425,715,148
- Net assets (BOY)
- $399,991,525
Income & contributions
- Employer contributions
- $4,928
- Participant contributions
- $17,542,069
- Total contributions
- $20,759,400
- Total income / additions
- $89,658,656
Expenses & distributions
- Benefits paid
- $63,544,430
- Administrative expenses
- $399,838
- Total expenses
- $63,951,155
- Net increase / (decrease)
- $25,707,501
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $147,880 | not reported in the loaded dataset | 2023 |
| Innovest Portfolio Solutions LLC | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Vantage Consulting | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $32,295 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | NONE | $19,005 | not reported in the loaded dataset | 2023 |
| Lifepro Asset Management LLC | NONE | $9,749 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $9,080 | not reported in the loaded dataset | 2023 |
| Flexible Plan Investments Ltd | NONE | $7,701 | not reported in the loaded dataset | 2023 |
| Financial Engines Advisors LLC | NONE | $5,569 | not reported in the loaded dataset | 2023 |
| Financial Engines Advisors LLC | NONE | $5,070 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,581 | $71 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Western Union Company
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Innovest Portfolio Solutions LLC — Schedule C compensation
- Vantage Consulting — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Lifepro Asset Management LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Flexible Plan Investments Ltd — Schedule C compensation
- Financial Engines Advisors LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation