2023 Form 5500 filing — Rolls-Royce Corporation Hourly-Rate Employees 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 20241015185048NAL0030674241001) for Rolls-Royce Corporation Hourly-Rate Employees Pension Plan, reported by Rolls-Royce Corporation under EIN 35-1899021 and plan number 004. It reports 2,444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015185048NAL0030674241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rolls-Royce Corporation
- EIN
- 35-1899021
- Plan number
- 004
- Location
- Reston, VA
- Participants
- 2,444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $373,627,485
- Total liabilities (EOY)
- $3,970,121
- Net assets (EOY)
- $369,657,364
- Total income / additions
- $32,230,691
- Benefits paid
- $18,266,113
- Administrative expenses
- $817,014
- Total expenses
- $19,083,127
- Net increase / (decrease)
- $13,147,564
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legal And General Investment Mgmt | NONE | $296,315 | not reported in the loaded dataset |
| Alight Solutions LLC | RECORDKEEPER | $124,419 | $204 |
| Willis Towers Watson Us LLC | NONE | $88,557 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | NONE | $60,000 | not reported in the loaded dataset |