Veolia Wts 401(K) Plan — Form 5500 plan (Veolia Wts Usa, 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, Veolia Wts 401(K) Plan is a benefit plan reported by Veolia Wts Usa, Inc. under EIN 23-1503731 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,922 participants and $401,672,215 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Veolia Wts Usa, Inc.
EIN
23-1503731
Plan number
001
Plan type
2
Location
Trevose, PA
Latest filing year
2023
Participants
3,922
End-of-year plan assets
$401,672,215

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,922H, C20241009092016NAL0010470435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$401,672,215
Total liabilities (EOY)
$0
Net assets (EOY)
$401,672,215
Net assets (BOY)
$314,965,082

Income & contributions

Employer contributions
$24,317,869
Participant contributions
$34,062,501
Total contributions
$62,200,280
Total income / additions
$122,543,318

Expenses & distributions

Benefits paid
$35,421,082
Administrative expenses
$411,213
Total expenses
$35,836,185
Net increase / (decrease)
$86,707,133

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$252,566$02023
Rocaton Investment Advisers, LLCINVESTMENT ADVISOR$158,647not reported in the loaded dataset2023

Related Form 5500 pages