2023 Form 5500 filing — Visa Retirement 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 20250714133420NAL0002787650001) for Visa Retirement Plan, reported by Visa Inc. under EIN 26-0267673 and plan number 334. It reports 6,389 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714133420NAL0002787650001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Visa Inc.
- EIN
- 26-0267673
- Plan number
- 334
- Location
- San Francisco, CA
- Participants
- 6,389
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,556,759,181
- Total liabilities (EOY)
- $359,827,569
- Net assets (EOY)
- $1,196,931,612
- Total income / additions
- $234,938,197
- Benefits paid
- $43,428,430
- Administrative expenses
- $4,524,001
- Total expenses
- $47,952,431
- Net increase / (decrease)
- $186,985,766
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $1,687,099 | not reported in the loaded dataset |
| Pimco | NONE | $1,446,081 | $0 |
| Conduent Human Resource Svcs, LLC | BENEFIT ADMINISTRATION | $300,210 | not reported in the loaded dataset |
| Principal Trust Company | TRUSTEE | $242,831 | $0 |
| Aon Investments Usa Inc. | NONE | $132,870 | not reported in the loaded dataset |
| Visa Usa, Inc. | NONE | $84,669 | not reported in the loaded dataset |
| Moss Adams Llp | NONE | $52,500 | not reported in the loaded dataset |