2023 Form 5500 filing — Willis North America Inc. Pension 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 20241014082037NAL0026806897001) for Willis North America Inc. Pension Plan, reported by Willis North America Inc. under EIN 13-5654526 and plan number 001. It reports 4,935 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014082037NAL0026806897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Willis North America Inc.
- EIN
- 13-5654526
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 4,935
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $708,629,685
- Total liabilities (EOY)
- $1,563,644
- Net assets (EOY)
- $707,066,041
- Total income / additions
- $50,582,419
- Benefits paid
- $50,549,287
- Administrative expenses
- $4,704,366
- Total expenses
- $55,253,653
- Net increase / (decrease)
- -$4,671,234
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust | TRUSTEE | $94,400 | $0 |
| Parametric | NONE | $69,472 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $64,793 | not reported in the loaded dataset |
| Deloitte & Touche Llp | NONE | $62,815 | not reported in the loaded dataset |
| Legal & Genrl Invstmnt Mgmt America | NONE | $14,168 | not reported in the loaded dataset |