Willis Towers Watson Pension Plan For U.S. Employees — Form 5500 plan (Willis Towers Watson Us LLC)
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, Willis Towers Watson Pension Plan For U.S. Employees is a benefit plan reported by Willis Towers Watson Us LLC under EIN 53-0181291 and plan number 004. The latest loaded filing year is 2023. The filing reports 27,854 participants and $3,111,664,429 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Willis Towers Watson Us LLC
- EIN
- 53-0181291
- Plan number
- 004
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 27,854
- End-of-year plan assets
- $3,111,664,429
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27,854 | H, C | 20241014082326NAL0014643635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,111,664,429
- Total liabilities (EOY)
- $7,906,382
- Net assets (EOY)
- $3,103,758,047
- Net assets (BOY)
- $3,107,309,590
Income & contributions
- Participant contributions
- $17,893,099
- Total contributions
- $17,893,099
- Total income / additions
- $162,232,111
Expenses & distributions
- Benefits paid
- $160,161,695
- Administrative expenses
- $5,621,959
- Total expenses
- $165,783,654
- Net increase / (decrease)
- -$3,551,543
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northern Trust | TRUSTEE | $363,743 | $0 | 2023 |
| Parametric | NONE | $278,500 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co. | NONE | $244,546 | not reported in the loaded dataset | 2023 |
| Deloitte And Touche Llp | NONE | $69,625 | not reported in the loaded dataset | 2023 |
| Legal & General Inv Mgmt America | NONE | $24,424 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Willis Towers Watson Us LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Arlington, VA
- Northern Trust — Schedule C compensation
- Parametric — Schedule C compensation
- Blackrock Institutional Trust Co. — Schedule C compensation
- Deloitte And Touche Llp — Schedule C compensation
- Legal & General Inv Mgmt America — Schedule C compensation