Rolls-Royce Corporation Hourly-Rate Employees Pension Plan — Form 5500 plan (Rolls-Royce Corporation)
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, Rolls-Royce Corporation Hourly-Rate Employees Pension Plan is a benefit plan reported by Rolls-Royce Corporation under EIN 35-1899021 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,444 participants and $373,627,485 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rolls-Royce Corporation
- EIN
- 35-1899021
- Plan number
- 004
- Plan type
- 2
- Location
- Reston, VA
- Latest filing year
- 2023
- Participants
- 2,444
- End-of-year plan assets
- $373,627,485
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,444 | H, C | 20241015185048NAL0030674241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $373,627,485
- Total liabilities (EOY)
- $3,970,121
- Net assets (EOY)
- $369,657,364
- Net assets (BOY)
- $356,509,800
Income & contributions
- Total contributions
- $0
- Total income / additions
- $32,230,691
Expenses & distributions
- Benefits paid
- $18,266,113
- Administrative expenses
- $817,014
- Total expenses
- $19,083,127
- Net increase / (decrease)
- $13,147,564
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Legal And General Investment Mgmt | NONE | $296,315 | not reported in the loaded dataset | 2023 |
| Alight Solutions LLC | RECORDKEEPER | $124,419 | $204 | 2023 |
| Willis Towers Watson Us LLC | NONE | $88,557 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | NONE | $60,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rolls-Royce Corporation
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Reston, VA
- Legal And General Investment Mgmt — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation