First Data Corporation Retirement Plan — Form 5500 plan (Fiserv Solutions, LLC)
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, First Data Corporation Retirement Plan is a benefit plan reported by Fiserv Solutions, LLC under EIN 39-1833695 and plan number 005. The latest loaded filing year is 2023. The filing reports 4,227 participants and $1,185,179 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fiserv Solutions, LLC
- EIN
- 39-1833695
- Plan number
- 005
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 4,227
- End-of-year plan assets
- $1,185,179
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,227 | H, C | 20251009112135NAL0011346880001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,185,179
- Total liabilities (EOY)
- $54,897
- Net assets (EOY)
- $1,130,282
- Net assets (BOY)
- $130,192,810
Income & contributions
- Employer contributions
- $18,950,000
- Total contributions
- $18,950,000
- Total income / additions
- $24,195,164
Expenses & distributions
- Benefits paid
- $152,204,490
- Administrative expenses
- $1,053,202
- Total expenses
- $153,257,692
- Net increase / (decrease)
- -$129,062,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Telus Health | NONE | $351,804 | not reported in the loaded dataset | 2023 |
| Aon Investment Consulting, Inc. | NONE | $132,795 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Company | NONE | $112,186 | $0 | 2023 |
| Parametric | NONE | $50,625 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fiserv Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Telus Health — Schedule C compensation
- Aon Investment Consulting, Inc. — Schedule C compensation
- State Street Bank & Trust Company — Schedule C compensation
- Parametric — Schedule C compensation