2023 Form 5500 filing — Experian Personal Investment Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240830141358NAL0014601201001) for Experian Personal Investment Plan, reported by Experian, Inc. under EIN 31-1343192 and plan number 001. It reports 9,160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830141358NAL0014601201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Experian, Inc.
- EIN
- 31-1343192
- Plan number
- 001
- Location
- Costa Mesa, CA
- Participants
- 9,160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,493,114,083
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,493,114,083
- Employer contributions
- $33,464,974
- Participant contributions
- $72,247,326
- Total income / additions
- $355,589,694
- Benefits paid
- $99,360,038
- Administrative expenses
- $499,517
- Total expenses
- $99,907,805
- Net increase / (decrease)
- $255,681,889
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $366,007 | $0 |
| Moss Adams | ACCOUNTANT/AUDITOR | $42,000 | not reported in the loaded dataset |
| Marsh & Mclennan Companies, Inc | CONSULTANT | $39,010 | not reported in the loaded dataset |
| Concurrent Investment Advisors, Ll | INVESTMENT ADVISOR | $26,250 | not reported in the loaded dataset |
| Raymond James Financial Services I | INVESTMENT ADVISOR | $26,250 | not reported in the loaded dataset |