Retirement Benefit Accumulation Plan For Employees Of Pwc — Form 5500 plan (Pwc Us Group Llp)
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, Retirement Benefit Accumulation Plan For Employees Of Pwc is a benefit plan reported by Pwc Us Group Llp under EIN 92-0400838 and plan number 002. The latest loaded filing year is 2023. The filing reports 16,853 participants and $1,916,753,026 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pwc Us Group Llp
- EIN
- 92-0400838
- Plan number
- 002
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 16,853
- End-of-year plan assets
- $1,916,753,026
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,853 | H, C | 20250414203333NAL0001036931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,916,753,026
- Total liabilities (EOY)
- $91,500
- Net assets (EOY)
- $1,916,661,526
- Net assets (BOY)
- $1,852,064,309
Income & contributions
- Employer contributions
- $9,000,000
- Total contributions
- $9,000,000
- Total income / additions
- $247,741,327
Expenses & distributions
- Benefits paid
- $180,147,393
- Administrative expenses
- $2,996,717
- Total expenses
- $183,144,110
- Net increase / (decrease)
- $64,597,217
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Bank Of New York Mellon Corp | CUSTODIAN | $340,029 | $0 | 2023 |
| Sei Investments | NONE | $267,140 | $0 | 2023 |
| Grant Thornton Llp | NONE | $114,561 | not reported in the loaded dataset | 2023 |
| Morningstar, Inc | NONE | $62,206 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc | NONE | $52,794 | not reported in the loaded dataset | 2023 |
| Conduent Hr Solutions, LLC | NONE | $41,090 | not reported in the loaded dataset | 2023 |
| West Publishing Corp | NONE | $16,933 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pwc Us Group Llp
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- The Bank Of New York Mellon Corp — Schedule C compensation
- Sei Investments — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Morningstar, Inc — Schedule C compensation
- Aon Investments Usa Inc — Schedule C compensation
- Conduent Hr Solutions, LLC — Schedule C compensation
- West Publishing Corp — Schedule C compensation