The Williams Investment Plus Plan — Form 5500 plan (The Williams Companies, 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, The Williams Investment Plus Plan is a benefit plan reported by The Williams Companies, Inc. under EIN 73-0569878 and plan number 008. The latest loaded filing year is 2023. The filing reports 6,897 participants and $1,681,202,476 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Williams Companies, Inc.
- EIN
- 73-0569878
- Plan number
- 008
- Plan type
- 2
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 6,897
- End-of-year plan assets
- $1,681,202,476
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,897 | H, C | 20241011111510NAL0012413059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,681,202,476
- Total liabilities (EOY)
- $1,376,689
- Net assets (EOY)
- $1,679,825,787
- Net assets (BOY)
- $1,383,810,470
Income & contributions
- Employer contributions
- $59,548,965
- Participant contributions
- $63,700,016
- Total contributions
- $151,360,290
- Total income / additions
- $439,650,779
Expenses & distributions
- Benefits paid
- $141,215,418
- Administrative expenses
- $2,317,752
- Total expenses
- $143,635,462
- Net increase / (decrease)
- $296,015,317
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Invest. Instl. Oper. Co., | PARTY-IN-INTEREST | $339,057 | $0 | 2023 |
| Mercer Investment Consulting, Inc. | PARTY-IN-INTEREST | $135,271 | not reported in the loaded dataset | 2023 |
| Mercer (Us) Inc. | PARTY-IN-INTEREST | $11,762 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Williams Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Tulsa, OK
- Fidelity Invest. Instl. Oper. Co., — Schedule C compensation
- Mercer Investment Consulting, Inc. — Schedule C compensation
- Mercer (Us) Inc. — Schedule C compensation