Retirement Income Guarantee Plan Of Xerox Corporation And The Xerographic Division, Rochester Regional Joint Board On Behalf Of Itself And O — Form 5500 plan (Xerox Corporation)
Plain-English plan 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, Retirement Income Guarantee Plan Of Xerox Corporation And The Xerographic Division, Rochester Regional Joint Board On Behalf Of Itself And O is a benefit plan reported by Xerox Corporation under EIN 16-0468020 and plan number 003. The latest loaded filing year is 2023. The filing reports 691 participants and $66,526,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Xerox Corporation
- EIN
- 16-0468020
- Plan number
- 003
- Plan type
- 2
- Location
- Norwalk, CT
- Latest filing year
- 2023
- Participants
- 691
- End-of-year plan assets
- $66,526,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 691 | H, C | 20250915204646NAL0001482385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,526,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,526,000
- Net assets (BOY)
- $62,294,000
Income & contributions
- Employer contributions
- $3,005,000
- Total contributions
- $3,005,000
- Total income / additions
- $10,094,000
Expenses & distributions
- Benefits paid
- $5,259,000
- Administrative expenses
- $603,000
- Total expenses
- $5,862,000
- Net increase / (decrease)
- $4,232,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting | NONE | $165,646 | not reported in the loaded dataset | 2023 |
| Conduent Incorporated | NONE | $75,762 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Company | TRUSTEE | $23,498 | not reported in the loaded dataset | 2023 |
| Rocaton Investment Advisors, LLC | NONE | $19,461 | not reported in the loaded dataset | 2023 |
| Xerox Corporation | EMPLOYER | $17,514 | not reported in the loaded dataset | 2023 |
| Morgan Lewis & Bockius Llp | LEGAL | $15,645 | not reported in the loaded dataset | 2023 |
| Pwc Llp | NONE | $15,503 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Xerox Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Norwalk, CT
- Aon Consulting — Schedule C compensation
- Conduent Incorporated — Schedule C compensation
- State Street Bank And Trust Company — Schedule C compensation
- Rocaton Investment Advisors, LLC — Schedule C compensation
- Xerox Corporation — Schedule C compensation
- Morgan Lewis & Bockius Llp — Schedule C compensation
- Pwc Llp — Schedule C compensation