Willis Towers Watson Savings Plan For U.S. Employees — Form 5500 plan (Willis Towers Watson Us 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, Willis Towers Watson Savings Plan For U.S. Employees is a benefit plan reported by Willis Towers Watson Us LLC under EIN 53-0181291 and plan number 005. The latest loaded filing year is 2023. The filing reports 26,262 participants and $4,120,311,491 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Willis Towers Watson Us LLC
EIN
53-0181291
Plan number
005
Plan type
2
Location
Arlington, VA
Latest filing year
2023
Participants
26,262
End-of-year plan assets
$4,120,311,491

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202326,262H, C20241014082500NAL0045307632001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,120,311,491
Total liabilities (EOY)
$0
Net assets (EOY)
$4,120,311,491
Net assets (BOY)
$3,607,115,613

Income & contributions

Employer contributions
$47,312,456
Participant contributions
$146,358,233
Total contributions
$218,618,448
Total income / additions
$836,306,995

Expenses & distributions

Benefits paid
$321,213,020
Administrative expenses
$1,857,102
Total expenses
$323,111,117
Net increase / (decrease)
$513,195,878

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCNONE$963,708not reported in the loaded dataset2023
Empower Annuity Insurance CompanyNONE$893,394not reported in the loaded dataset2023

Related Form 5500 pages