2023 Form 5500 filing — The Western Union Company Incentive Savings 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 20240910114203NAL0002957091001) for The Western Union Company Incentive Savings Plan, reported by The Western Union Company under EIN 20-4531180 and plan number 001. It reports 2,727 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910114203NAL0002957091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Western Union Company
- EIN
- 20-4531180
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 2,727
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $427,752,966
- Total liabilities (EOY)
- $2,037,818
- Net assets (EOY)
- $425,715,148
- Employer contributions
- $4,928
- Participant contributions
- $17,542,069
- Total income / additions
- $89,658,656
- Benefits paid
- $63,544,430
- Administrative expenses
- $399,838
- Total expenses
- $63,951,155
- Net increase / (decrease)
- $25,707,501
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $147,880 | not reported in the loaded dataset |
| Innovest Portfolio Solutions LLC | NONE | $75,000 | not reported in the loaded dataset |
| Vantage Consulting | NONE | $60,000 | not reported in the loaded dataset |
| Fisher Investments | NONE | $32,295 | not reported in the loaded dataset |
| Moss Adams Llp | NONE | $19,005 | not reported in the loaded dataset |
| Lifepro Asset Management LLC | NONE | $9,749 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $9,080 | not reported in the loaded dataset |
| Flexible Plan Investments Ltd | NONE | $7,701 | not reported in the loaded dataset |
| Financial Engines Advisors LLC | NONE | $5,569 | not reported in the loaded dataset |
| Financial Engines Advisors LLC | NONE | $5,070 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,581 | $71 |