2023 Form 5500 filing — The Williams Companies, Inc. Retiree Medical 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 20251002154847NAL0000673905001) for The Williams Companies, Inc. Retiree Medical Plan, reported by The Williams Companies, Inc. under EIN 73-0569878 and plan number 539. It reports 4,230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20251002154847NAL0000673905001
Filing year
2023
Form type
2
Plan sponsor
The Williams Companies, Inc.
EIN
73-0569878
Plan number
539
Location
Tulsa, OK
Participants
4,230
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$98,277,146
Total liabilities (EOY)
$192,778
Net assets (EOY)
$98,084,368
Employer contributions
$2,545,028
Participant contributions
$1,784,911
Total income / additions
$9,159,845
Benefits paid
$11,449,338
Administrative expenses
$2,691,770
Total expenses
$14,141,108
Net increase / (decrease)
-$4,981,263
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
United Healthcare Services, Inc.PARTY-IN-INTEREST$397,679$0
Empyrean Benefit SolutionsPARTY-IN-INTEREST$279,172not reported in the loaded dataset
Willis Towers WatsonPARTY-IN-INTEREST$79,527not reported in the loaded dataset
Bokf, Na Dba Bank Of OklahomaPARTY-IN-INTEREST$36,114$0
Hogantaylor LlpPARTY-IN-INTEREST$13,000not reported in the loaded dataset
United Behavioral Health Dba OptumPARTY-IN-INTEREST$7,590not reported in the loaded dataset

Related Form 5500 pages