Willis Towers Watson Savings Plan Trust — 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 Savings Plan Trust is a benefit plan reported by Willis Towers Watson Us LLC under EIN 53-0181291 and plan number 007. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $4,090,491,878 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
- 007
- Plan type
- 4
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $4,090,491,878
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241014160439NAL0015260547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,090,491,878
- Total liabilities (EOY)
- $234,051
- Net assets (EOY)
- $4,090,257,827
- Net assets (BOY)
- $3,568,427,474
Income & contributions
- Total contributions
- $0
- Total income / additions
- $616,992,757
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $713,481
- Total expenses
- $713,481
- Net increase / (decrease)
- $616,279,276
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Northern Trust Company | TRUSTEE | $228,045 | $0 | 2023 |
| Spyglass Capital Mgmt LLC | NONE | $91,178 | not reported in the loaded dataset | 2023 |
| Sustainable Growth Advisers Lp | NONE | $85,480 | $0 | 2023 |
| Snyder Capital Management Lp | NONE | $82,213 | $0 | 2023 |
| Sanders Capital | NONE | $81,163 | $0 | 2023 |
| Deloitte & Touche Llp | NONE | $60,160 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management LLC | NONE | $43,506 | $0 | 2023 |
| Gqg Partners | NONE | $0 | $30,786 | 2023 |
| Rainer & Company | NONE | $25,404 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $10,986 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $5,346 | $0 | 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
- The Northern Trust Company — Schedule C compensation
- Spyglass Capital Mgmt LLC — Schedule C compensation
- Sustainable Growth Advisers Lp — Schedule C compensation
- Snyder Capital Management Lp — Schedule C compensation
- Sanders Capital — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation
- Lazard Asset Management LLC — Schedule C compensation
- Gqg Partners — Schedule C compensation
- Rainer & Company — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation