Equifax Inc. U.S. Retirement Income Plan — Form 5500 plan (Equifax 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, Equifax Inc. U.S. Retirement Income Plan is a benefit plan reported by Equifax Inc. under EIN 58-0401110 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,472 participants and $374,198,922 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Equifax Inc.
- EIN
- 58-0401110
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 6,472
- End-of-year plan assets
- $374,198,922
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,472 | H, C | 20250303142816NAL0008820112001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $374,198,922
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $374,198,922
- Net assets (BOY)
- $408,833,669
Income & contributions
- Total contributions
- $0
- Total income / additions
- $38,232,829
Expenses & distributions
- Benefits paid
- $66,214,487
- Administrative expenses
- $6,653,089
- Total expenses
- $72,867,576
- Net increase / (decrease)
- -$34,634,747
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $348,145 | not reported in the loaded dataset | 2023 |
| Us Bank | TRUSTEE | $177,772 | not reported in the loaded dataset | 2023 |
| Tower Watson Investment Services | NONE | $160,000 | not reported in the loaded dataset | 2023 |
| Smith & Howard, P.C. | NONE | $37,000 | not reported in the loaded dataset | 2023 |
| Kilpatrick Townsend | ATTORNEY/LEGAL | $9,564 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Equifax Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Willis Towers Watson Us LLC — Schedule C compensation
- Us Bank — Schedule C compensation
- Tower Watson Investment Services — Schedule C compensation
- Smith & Howard, P.C. — Schedule C compensation
- Kilpatrick Townsend — Schedule C compensation