Experian Personal Investment Plan — Form 5500 plan (Experian, Inc.)
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, Experian Personal Investment Plan is a benefit plan reported by Experian, Inc. under EIN 31-1343192 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,160 participants and $1,493,114,083 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Experian, Inc.
- EIN
- 31-1343192
- Plan number
- 001
- Plan type
- 2
- Location
- Costa Mesa, CA
- Latest filing year
- 2023
- Participants
- 9,160
- End-of-year plan assets
- $1,493,114,083
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,160 | H, C | 20240830141358NAL0014601201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,493,114,083
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,493,114,083
- Net assets (BOY)
- $1,237,432,194
Income & contributions
- Employer contributions
- $33,464,974
- Participant contributions
- $72,247,326
- Total contributions
- $120,497,798
- Total income / additions
- $355,589,694
Expenses & distributions
- Benefits paid
- $99,360,038
- Administrative expenses
- $499,517
- Total expenses
- $99,907,805
- Net increase / (decrease)
- $255,681,889
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $366,007 | $0 | 2023 |
| Moss Adams | ACCOUNTANT/AUDITOR | $42,000 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Companies, Inc | CONSULTANT | $39,010 | not reported in the loaded dataset | 2023 |
| Concurrent Investment Advisors, Ll | INVESTMENT ADVISOR | $26,250 | not reported in the loaded dataset | 2023 |
| Raymond James Financial Services I | INVESTMENT ADVISOR | $26,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Experian, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Costa Mesa, CA
- Fidelity Investments Institutional — Schedule C compensation
- Moss Adams — Schedule C compensation
- Marsh & Mclennan Companies, Inc — Schedule C compensation
- Concurrent Investment Advisors, Ll — Schedule C compensation
- Raymond James Financial Services I — Schedule C compensation