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TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 401k Plan overview

Plan NameTOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES
Plan identification number 004

TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WILLIS TOWERS WATSON US LLC has sponsored the creation of one or more 401k plans.

Company Name:WILLIS TOWERS WATSON US LLC
Employer identification number (EIN):530181291
NAIC Classification:541600

Additional information about WILLIS TOWERS WATSON US LLC

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2004-07-08
Company Identification Number: F116085
Legal Registered Office Address: 4701 COX ROAD, SUITE 285

GLEN ALLEN
United States of America (USA)
23060

More information about WILLIS TOWERS WATSON US LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01JASON TOMANDA
0042016-01-01LYNN BISSINGER
0042016-01-01
0042015-01-01DOUG DANILUK

Plan Statistics for TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES

401k plan membership statisitcs for TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES

Measure Date Value
2023: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2023 401k membership
Total participants, beginning-of-year2023-01-0127,854
Total number of active participants reported on line 7a of the Form 55002023-01-0110,677
Number of retired or separated participants receiving benefits2023-01-016,517
Number of other retired or separated participants entitled to future benefits2023-01-0110,561
Total of all active and inactive participants2023-01-0127,755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01674
Total participants2023-01-0128,429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01272
2022: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2022 401k membership
Market value of plan assets2022-12-313,840,762,271
Acturial value of plan assets2022-12-313,612,244,761
Funding target for retired participants and beneficiaries receiving payment2022-12-311,302,610,055
Number of terminated vested participants2022-12-3110,050
Fundng target for terminated vested participants2022-12-31701,695,707
Active participant vested funding target2022-12-31823,542,700
Number of active participants2022-12-3110,742
Total funding liabilities for active participants2022-12-31841,693,787
Total participant count2022-12-3127,492
Total funding target for all participants2022-12-312,845,999,549
Balance at beginning of prior year after applicable adjustments2022-12-31527,795,478
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31205,679,506
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-3156,622,254
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-31471,173,224
Amount remaining of prefunding balance2022-12-31205,679,506
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31522,766,692
Balance of prefunding at beginning of current year2022-12-31228,201,412
Total employer contributions2022-12-31246,920
Total employee contributions2022-12-3115,866,275
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31236,482
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3158,549,101
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3143,271,993
Carryover balance elected to use to offset funding requirement2022-12-3143,035,511
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31236,482
Contributions allocatedtoward minimum required contributions for current year2022-12-31236,482
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0127,431
Total number of active participants reported on line 7a of the Form 55002022-01-0110,621
Number of retired or separated participants receiving benefits2022-01-016,273
Number of other retired or separated participants entitled to future benefits2022-01-0110,201
Total of all active and inactive participants2022-01-0127,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01648
Total participants2022-01-0127,743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01226
2021: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2021 401k membership
Market value of plan assets2021-12-313,586,431,151
Acturial value of plan assets2021-12-313,262,003,487
Funding target for retired participants and beneficiaries receiving payment2021-12-311,236,942,763
Number of terminated vested participants2021-12-319,271
Fundng target for terminated vested participants2021-12-31674,521,358
Active participant vested funding target2021-12-31774,970,993
Number of active participants2021-12-3112,145
Total funding liabilities for active participants2021-12-31798,267,042
Total participant count2021-12-3127,791
Total funding target for all participants2021-12-312,709,731,163
Balance at beginning of prior year after applicable adjustments2021-12-31499,580,602
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31141,673,210
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-3149,320,000
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31450,260,602
Amount remaining of prefunding balance2021-12-31141,673,210
Present value of excess contributions2021-12-3133,791,306
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3139,610,169
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3139,610,169
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-31527,795,478
Balance of prefunding at beginning of current year2021-12-31205,679,506
Total employer contributions2021-12-310
Total employee contributions2021-12-3116,723,788
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3156,622,254
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3156,622,254
Carryover balance elected to use to offset funding requirement2021-12-3156,622,254
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0127,709
Total number of active participants reported on line 7a of the Form 55002021-01-0110,681
Number of retired or separated participants receiving benefits2021-01-016,117
Number of other retired or separated participants entitled to future benefits2021-01-0110,007
Total of all active and inactive participants2021-01-0126,805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01626
Total participants2021-01-0127,431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01418
2020: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2020 401k membership
Market value of plan assets2020-12-313,130,721,564
Acturial value of plan assets2020-12-313,040,386,012
Funding target for retired participants and beneficiaries receiving payment2020-12-311,212,849,802
Number of terminated vested participants2020-12-319,232
Fundng target for terminated vested participants2020-12-31660,319,628
Active participant vested funding target2020-12-31786,464,684
Number of active participants2020-12-3112,058
Total funding liabilities for active participants2020-12-31808,102,390
Total participant count2020-12-3127,465
Total funding target for all participants2020-12-312,681,271,820
Balance at beginning of prior year after applicable adjustments2020-12-31480,659,741
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31112,687,652
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-3152,900,000
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31427,759,741
Amount remaining of prefunding balance2020-12-31112,687,652
Present value of excess contributions2020-12-318,618,290
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3110,065,301
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3110,065,301
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31499,580,602
Balance of prefunding at beginning of current year2020-12-31141,673,210
Total employer contributions2020-12-3143,600,000
Total employee contributions2020-12-3116,413,748
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3141,184,726
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3156,713,420
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3156,713,420
Carryover balance elected to use to offset funding requirement2020-12-3149,320,000
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-317,393,420
Contributions allocatedtoward minimum required contributions for current year2020-12-3141,184,726
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0127,465
Total number of active participants reported on line 7a of the Form 55002020-01-0112,063
Number of retired or separated participants receiving benefits2020-01-015,790
Number of other retired or separated participants entitled to future benefits2020-01-019,245
Total of all active and inactive participants2020-01-0127,098
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01611
Total participants2020-01-0127,709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01295
2019: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2019 401k membership
Market value of plan assets2019-12-312,750,943,225
Acturial value of plan assets2019-12-312,878,966,909
Funding target for retired participants and beneficiaries receiving payment2019-12-311,122,270,104
Number of terminated vested participants2019-12-318,953
Fundng target for terminated vested participants2019-12-31639,762,216
Active participant vested funding target2019-12-31731,564,323
Number of active participants2019-12-3112,038
Total funding liabilities for active participants2019-12-31755,051,301
Total participant count2019-12-3126,433
Total funding target for all participants2019-12-312,517,083,621
Balance at beginning of prior year after applicable adjustments2019-12-31549,180,139
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3170,230,302
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-3147,500,000
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31501,680,139
Amount remaining of prefunding balance2019-12-3170,230,302
Present value of excess contributions2019-12-3147,387,043
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3145,401,526
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3145,400,000
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31480,659,741
Balance of prefunding at beginning of current year2019-12-31112,687,652
Total employer contributions2019-12-3122,500,000
Total employee contributions2019-12-3114,621,359
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3120,522,045
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3164,803,755
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3164,803,755
Carryover balance elected to use to offset funding requirement2019-12-3152,900,000
Additional cash requirement2019-12-3111,903,755
Contributions allocatedtoward minimum required contributions for current year2019-12-3120,522,045
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0126,433
Total number of active participants reported on line 7a of the Form 55002019-01-0112,058
Number of retired or separated participants receiving benefits2019-01-015,610
Number of other retired or separated participants entitled to future benefits2019-01-019,213
Total of all active and inactive participants2019-01-0126,881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01584
Total participants2019-01-0127,465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0167
2018: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2018 401k membership
Market value of plan assets2018-12-312,911,522,003
Acturial value of plan assets2018-12-312,787,400,678
Funding target for retired participants and beneficiaries receiving payment2018-12-311,021,649,275
Number of terminated vested participants2018-12-318,183
Fundng target for terminated vested participants2018-12-31612,845,164
Active participant vested funding target2018-12-31697,790,492
Number of active participants2018-12-3112,105
Total funding liabilities for active participants2018-12-31723,678,353
Total participant count2018-12-3125,500
Total funding target for all participants2018-12-312,358,172,792
Balance at beginning of prior year after applicable adjustments2018-12-31486,213,395
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3161,138,941
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-318,125,000
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31478,088,395
Amount remaining of prefunding balance2018-12-3161,138,941
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31549,180,139
Balance of prefunding at beginning of current year2018-12-3170,230,302
Total employer contributions2018-12-3160,000,000
Total employee contributions2018-12-3113,587,243
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3154,602,654
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3154,715,611
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3154,715,611
Carryover balance elected to use to offset funding requirement2018-12-3147,500,000
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-317,215,611
Contributions allocatedtoward minimum required contributions for current year2018-12-3154,602,654
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0125,432
Total number of active participants reported on line 7a of the Form 55002018-01-0112,038
Number of retired or separated participants receiving benefits2018-01-014,964
Number of other retired or separated participants entitled to future benefits2018-01-018,926
Total of all active and inactive participants2018-01-0125,928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01505
Total participants2018-01-0126,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01155
2017: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2017 401k membership
Market value of plan assets2017-12-312,572,818,652
Acturial value of plan assets2017-12-312,666,773,335
Funding target for retired participants and beneficiaries receiving payment2017-12-31970,502,084
Number of terminated vested participants2017-12-317,818
Fundng target for terminated vested participants2017-12-31559,409,956
Active participant vested funding target2017-12-31651,167,702
Number of active participants2017-12-315,749
Total funding liabilities for active participants2017-12-31673,136,424
Total participant count2017-12-3117,776
Total funding target for all participants2017-12-312,203,048,464
Balance at beginning of prior year after applicable adjustments2017-12-31463,944,079
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3158,338,684
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31463,944,079
Amount remaining of prefunding balance2017-12-3158,338,684
Present value of excess contributions2017-12-3130,889,753
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3132,786,384
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31486,213,395
Balance of prefunding at beginning of current year2017-12-3161,138,941
Total employer contributions2017-12-3150,000,000
Total employee contributions2017-12-316,121,220
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3153,433,567
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3153,433,567
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3153,433,567
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3153,433,567
Contributions allocatedtoward minimum required contributions for current year2017-12-3153,433,567
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0117,696
Total number of active participants reported on line 7a of the Form 55002017-01-0112,037
Number of retired or separated participants receiving benefits2017-01-014,772
Number of other retired or separated participants entitled to future benefits2017-01-018,158
Total of all active and inactive participants2017-01-0124,967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01465
Total participants2017-01-0125,432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01155
2016: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2016 401k membership
Market value of plan assets2016-12-312,501,411,109
Acturial value of plan assets2016-12-312,621,736,398
Funding target for retired participants and beneficiaries receiving payment2016-12-31910,377,018
Number of terminated vested participants2016-12-317,767
Fundng target for terminated vested participants2016-12-31512,955,525
Active participant vested funding target2016-12-31621,567,359
Number of active participants2016-12-315,597
Total funding liabilities for active participants2016-12-31644,048,112
Total participant count2016-12-3117,353
Total funding target for all participants2016-12-312,067,380,655
Balance at beginning of prior year after applicable adjustments2016-12-31467,968,609
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3158,844,749
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31467,968,609
Amount remaining of prefunding balance2016-12-3158,844,749
Present value of excess contributions2016-12-3145,131,065
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3147,992,375
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31463,944,079
Balance of prefunding at beginning of current year2016-12-3158,338,684
Total employer contributions2016-12-3150,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3145,220,462
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3146,403,689
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3114,330,709
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3114,330,709
Contributions allocatedtoward minimum required contributions for current year2016-12-3145,220,462
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0117,273
Total number of active participants reported on line 7a of the Form 55002016-01-015,749
Number of retired or separated participants receiving benefits2016-01-013,850
Number of other retired or separated participants entitled to future benefits2016-01-017,791
Total of all active and inactive participants2016-01-0117,390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01306
Total participants2016-01-0117,696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01166
2015: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-0116,764
Total number of active participants reported on line 7a of the Form 55002015-01-015,597
Number of retired or separated participants receiving benefits2015-01-013,631
Number of other retired or separated participants entitled to future benefits2015-01-017,751
Total of all active and inactive participants2015-01-0116,979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01294
Total participants2015-01-0117,273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01137

Financial Data on TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES

Measure Date Value
2023 : TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$-19,319,263
Total unrealized appreciation/depreciation of assets2023-12-31$-19,319,263
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$7,906,382
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$3,120,859
Total income from all sources (including contributions)2023-12-31$162,232,111
Total loss/gain on sale of assets2023-12-31$27,734,317
Total of all expenses incurred2023-12-31$165,783,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$160,161,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$17,893,099
Value of total assets at end of year2023-12-31$3,111,664,429
Value of total assets at beginning of year2023-12-31$3,110,430,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$5,621,959
Total interest from all sources2023-12-31$5,384,185
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$5,654,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$17,893,099
Participant contributions at end of year2023-12-31$608,644
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$1,371,418,528
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$1,548,240,002
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$4,683,729
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$1,653,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$5,226,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$287,066
Other income not declared elsewhere2023-12-31$9,125
Administrative expenses (other) incurred2023-12-31$4,641,121
Total non interest bearing cash at end of year2023-12-31$25,246,997
Total non interest bearing cash at beginning of year2023-12-31$12,369,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-3,551,543
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,103,758,047
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,107,309,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$547,470
Income. Interest from US Government securities2023-12-31$4,833,778
Value of interest in common/collective trusts at end of year2023-12-31$1,644,321,577
Value of interest in common/collective trusts at beginning of year2023-12-31$1,476,749,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$65,384,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$71,298,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$71,298,886
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$550,407
Net investment gain or loss from common/collective trusts2023-12-31$124,875,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Income. Dividends from common stock2023-12-31$5,654,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$160,161,695
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$119,491
Liabilities. Value of benefit claims payable at end of year2023-12-31$2,679,639
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$2,833,793
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$259,660,226
Aggregate carrying amount (costs) on sale of assets2023-12-31$231,925,909
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2023-12-31133891517
2022 : TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-47,481,380
Total unrealized appreciation/depreciation of assets2022-12-31$-47,481,380
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,120,859
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,310,794
Total income from all sources (including contributions)2022-12-31$-566,418,642
Total loss/gain on sale of assets2022-12-31$27,384,060
Total of all expenses incurred2022-12-31$166,962,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$163,330,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,113,195
Value of total assets at end of year2022-12-31$3,110,430,449
Value of total assets at beginning of year2022-12-31$3,842,001,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,632,041
Total interest from all sources2022-12-31$1,678,064
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,917,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$65,001
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$15,866,275
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,548,240,002
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,636,673,954
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,653,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,280,745
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$287,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,238,896
Other income not declared elsewhere2022-12-31$259,159
Administrative expenses (other) incurred2022-12-31$3,080,821
Total non interest bearing cash at end of year2022-12-31$12,369,000
Total non interest bearing cash at beginning of year2022-12-31$3,883,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-733,380,783
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,107,309,590
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,840,690,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$486,219
Income. Interest from US Government securities2022-12-31$1,507,462
Income. Interest from corporate debt instruments2022-12-31$2,633
Value of interest in common/collective trusts at end of year2022-12-31$1,476,749,575
Value of interest in common/collective trusts at beginning of year2022-12-31$2,148,200,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$71,298,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$51,839,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$51,839,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$167,969
Net investment gain or loss from common/collective trusts2022-12-31$-567,289,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$246,920
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from common stock2022-12-31$2,917,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$163,330,100
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$119,491
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$123,301
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,833,793
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$71,898
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$166,165,206
Aggregate carrying amount (costs) on sale of assets2022-12-31$138,781,146
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
2021 : TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$140,657,340
Total unrealized appreciation/depreciation of assets2021-12-31$140,657,340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,310,794
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,000,253
Total income from all sources (including contributions)2021-12-31$403,534,417
Total loss/gain on sale of assets2021-12-31$50,328,571
Total of all expenses incurred2021-12-31$145,857,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$141,072,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$16,723,788
Value of total assets at end of year2021-12-31$3,842,001,167
Value of total assets at beginning of year2021-12-31$3,587,014,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,785,510
Total interest from all sources2021-12-31$19,363
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,590,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$68,600
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$16,723,788
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$562,414
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,636,673,954
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,438,910,653
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,280,745
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$213,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,238,896
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$403,958
Other income not declared elsewhere2021-12-31$-141,557
Administrative expenses (other) incurred2021-12-31$3,508,820
Total non interest bearing cash at end of year2021-12-31$3,883,000
Total non interest bearing cash at beginning of year2021-12-31$2,269,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$257,676,573
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,840,690,373
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,583,013,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,208,090
Income. Interest from US Government securities2021-12-31$10,242
Value of interest in common/collective trusts at end of year2021-12-31$2,148,200,787
Value of interest in common/collective trusts at beginning of year2021-12-31$2,026,917,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$51,839,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$74,456,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$74,456,142
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$9,121
Net investment gain or loss from common/collective trusts2021-12-31$187,356,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$43,600,000
Income. Dividends from common stock2021-12-31$8,590,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$141,072,334
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$123,301
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$84,250
Liabilities. Value of benefit claims payable at end of year2021-12-31$71,898
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$3,596,295
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$106,051,936
Aggregate carrying amount (costs) on sale of assets2021-12-31$55,723,365
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELOITTE & TOUCHE
Accountancy firm EIN2021-12-31133891517
2020 : TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$118,473,861
Total unrealized appreciation/depreciation of assets2020-12-31$118,473,861
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,000,253
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,800,961
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$571,449,158
Total loss/gain on sale of assets2020-12-31$-45,814,566
Total of all expenses incurred2020-12-31$133,496,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$129,957,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$60,013,748
Value of total assets at end of year2020-12-31$3,587,014,053
Value of total assets at beginning of year2020-12-31$3,153,862,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,539,238
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$1,083,703
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,153,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$65,600
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$16,413,748
Participant contributions at end of year2020-12-31$562,414
Participant contributions at beginning of year2020-12-31$475,505
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,438,910,653
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,362,182,258
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$213,643
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$593,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$403,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$6,424,861
Other income not declared elsewhere2020-12-31$161,712
Administrative expenses (other) incurred2020-12-31$2,655,231
Total non interest bearing cash at end of year2020-12-31$2,269,658
Total non interest bearing cash at beginning of year2020-12-31$149,436,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$437,952,187
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,583,013,800
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,145,061,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$818,407
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Interest earned on other investments2020-12-31$561,414
Income. Interest from US Government securities2020-12-31$48,789
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$2,026,917,293
Value of interest in common/collective trusts at beginning of year2020-12-31$1,525,424,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$74,456,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$90,175,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$90,175,309
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$473,500
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$2,994,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$434,376,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$43,600,000
Employer contributions (assets) at end of year2020-12-31$43,600,000
Employer contributions (assets) at beginning of year2020-12-31$22,500,000
Income. Dividends from common stock2020-12-31$3,153,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$129,957,733
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$84,250
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$79,921
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$3,596,295
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,376,100
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$214,851,870
Aggregate carrying amount (costs) on sale of assets2020-12-31$260,666,436
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DELOITTE & TOUCHE
Accountancy firm EIN2020-12-31133891517
2019 : TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$94,984,793
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$94,984,793
Total unrealized appreciation/depreciation of assets2019-12-31$94,984,793
Total unrealized appreciation/depreciation of assets2019-12-31$94,984,793
Total transfer of assets to this plan2019-12-31$23,167,285
Total transfer of assets to this plan2019-12-31$23,167,285
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,800,961
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,800,961
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,114,236
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,114,236
Total income from all sources (including contributions)2019-12-31$500,587,374
Total income from all sources (including contributions)2019-12-31$500,587,374
Total loss/gain on sale of assets2019-12-31$3,081,421
Total loss/gain on sale of assets2019-12-31$3,081,421
Total of all expenses incurred2019-12-31$131,432,706
Total of all expenses incurred2019-12-31$131,432,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$118,269,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$118,269,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$37,596,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$37,596,864
Value of total assets at end of year2019-12-31$3,153,862,574
Value of total assets at end of year2019-12-31$3,153,862,574
Value of total assets at beginning of year2019-12-31$2,755,853,896
Value of total assets at beginning of year2019-12-31$2,755,853,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,163,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,163,555
Total interest from all sources2019-12-31$1,417,378
Total interest from all sources2019-12-31$1,417,378
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,035,935
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,035,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$18,566
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$18,566
Administrative expenses professional fees incurred2019-12-31$62,600
Administrative expenses professional fees incurred2019-12-31$62,600
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000,000
Value of fidelity bond cover2019-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$15,096,864
Contributions received from participants2019-12-31$15,096,864
Participant contributions at end of year2019-12-31$475,505
Participant contributions at end of year2019-12-31$475,505
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,362,182,258
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,362,182,258
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,123,034,972
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,123,034,972
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$593,700
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$593,700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,101,335
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,101,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,424,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,424,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,647,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,647,516
Other income not declared elsewhere2019-12-31$1,935
Other income not declared elsewhere2019-12-31$1,935
Administrative expenses (other) incurred2019-12-31$12,193,839
Administrative expenses (other) incurred2019-12-31$12,193,839
Total non interest bearing cash at end of year2019-12-31$149,436,764
Total non interest bearing cash at end of year2019-12-31$149,436,764
Total non interest bearing cash at beginning of year2019-12-31$5,836,806
Total non interest bearing cash at beginning of year2019-12-31$5,836,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$369,154,668
Value of net income/loss2019-12-31$369,154,668
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,145,061,613
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,145,061,613
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,752,739,660
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,752,739,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$907,116
Investment advisory and management fees2019-12-31$907,116
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Interest earned on other investments2019-12-31$11,423
Interest earned on other investments2019-12-31$11,423
Income. Interest from US Government securities2019-12-31$16,129
Income. Interest from US Government securities2019-12-31$16,129
Income. Interest from corporate debt instruments2019-12-31$-3,413
Income. Interest from corporate debt instruments2019-12-31$-3,413
Value of interest in common/collective trusts at end of year2019-12-31$1,525,424,402
Value of interest in common/collective trusts at end of year2019-12-31$1,525,424,402
Value of interest in common/collective trusts at beginning of year2019-12-31$1,349,543,596
Value of interest in common/collective trusts at beginning of year2019-12-31$1,349,543,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$90,175,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$90,175,309
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$58,737,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$58,737,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$58,737,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$58,737,725
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,393,239
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,393,239
Asset value of US Government securities at end of year2019-12-31$2,994,715
Asset value of US Government securities at end of year2019-12-31$2,994,715
Asset value of US Government securities at beginning of year2019-12-31$1,494,372
Asset value of US Government securities at beginning of year2019-12-31$1,494,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$659
Net investment gain or loss from common/collective trusts2019-12-31$356,468,389
Net investment gain or loss from common/collective trusts2019-12-31$356,468,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$22,500,000
Contributions received in cash from employer2019-12-31$22,500,000
Employer contributions (assets) at end of year2019-12-31$22,500,000
Employer contributions (assets) at end of year2019-12-31$22,500,000
Employer contributions (assets) at beginning of year2019-12-31$60,000,000
Employer contributions (assets) at beginning of year2019-12-31$60,000,000
Income. Dividends from common stock2019-12-31$7,017,369
Income. Dividends from common stock2019-12-31$7,017,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$118,269,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$118,269,151
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$79,921
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$79,921
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$84,344
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$84,344
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$156,020,746
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$156,020,746
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,376,100
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,376,100
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$466,720
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$466,720
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$466,159,696
Aggregate proceeds on sale of assets2019-12-31$466,159,696
Aggregate carrying amount (costs) on sale of assets2019-12-31$463,078,275
Aggregate carrying amount (costs) on sale of assets2019-12-31$463,078,275
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DELOITTE & TOUCHE
Accountancy firm name2019-12-31DELOITTE & TOUCHE
Accountancy firm EIN2019-12-31133891517
Accountancy firm EIN2019-12-31133891517
2018 : TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-84,871,067
Total unrealized appreciation/depreciation of assets2018-12-31$-84,871,067
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,114,236
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,031,581
Total income from all sources (including contributions)2018-12-31$-42,860,963
Total loss/gain on sale of assets2018-12-31$-20,653,606
Total of all expenses incurred2018-12-31$117,880,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$112,653,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$73,587,381
Value of total assets at end of year2018-12-31$2,755,853,896
Value of total assets at beginning of year2018-12-31$2,918,512,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,227,237
Total interest from all sources2018-12-31$1,517,030
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$9,379,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,693
Administrative expenses professional fees incurred2018-12-31$62,600
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$13,587,381
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$516,368
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,123,034,972
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,050,263,510
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,101,335
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$4,041,666
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,647,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$3,321,317
Other income not declared elsewhere2018-12-31$2,066
Administrative expenses (other) incurred2018-12-31$2,711,314
Total non interest bearing cash at end of year2018-12-31$5,836,806
Total non interest bearing cash at beginning of year2018-12-31$4,358,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-160,741,734
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,752,739,660
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,913,481,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$2,453,323
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$547,200
Income. Interest from corporate debt instruments2018-12-31$453,892
Value of interest in common/collective trusts at end of year2018-12-31$1,349,543,596
Value of interest in common/collective trusts at beginning of year2018-12-31$1,344,786,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$58,737,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$58,266,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$58,266,409
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,063,138
Asset value of US Government securities at end of year2018-12-31$1,494,372
Asset value of US Government securities at beginning of year2018-12-31$10,437,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,025,240
Net investment gain or loss from common/collective trusts2018-12-31$-20,796,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$60,000,000
Employer contributions (assets) at end of year2018-12-31$60,000,000
Employer contributions (assets) at beginning of year2018-12-31$50,000,000
Income. Dividends from common stock2018-12-31$9,371,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$112,653,534
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$161,632,251
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$84,344
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$31,695,071
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$156,020,746
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$201,968,121
Liabilities. Value of benefit claims payable at end of year2018-12-31$466,720
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,710,264
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$452,892,325
Aggregate carrying amount (costs) on sale of assets2018-12-31$473,545,931
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DELOITTE & TOUCHE
Accountancy firm EIN2018-12-31133891517
2017 : TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$354,636,454
Total unrealized appreciation/depreciation of assets2017-12-31$354,636,454
Total transfer of assets to this plan2017-12-31$23,940,821
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,031,581
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,716,004
Total income from all sources (including contributions)2017-12-31$429,844,163
Total loss/gain on sale of assets2017-12-31$-5,255,336
Total of all expenses incurred2017-12-31$114,793,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$104,801,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$56,121,044
Value of total assets at end of year2017-12-31$2,918,512,975
Value of total assets at beginning of year2017-12-31$2,576,206,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,991,907
Total interest from all sources2017-12-31$9,145,612
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,516,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$9,344
Administrative expenses professional fees incurred2017-12-31$62,409
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,121,044
Participant contributions at end of year2017-12-31$516,368
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,050,263,510
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$945,990,682
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4,041,666
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$13,210,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3,321,317
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,384,382
Other income not declared elsewhere2017-12-31$-461,179
Administrative expenses (other) incurred2017-12-31$7,167,212
Total non interest bearing cash at end of year2017-12-31$4,358,171
Total non interest bearing cash at beginning of year2017-12-31$2,551,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$315,050,541
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,913,481,394
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,574,490,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$2,762,286
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$547,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$110,450
Interest earned on other investments2017-12-31$989,656
Income. Interest from US Government securities2017-12-31$174,960
Income. Interest from corporate debt instruments2017-12-31$7,583,836
Value of interest in common/collective trusts at end of year2017-12-31$1,344,786,883
Value of interest in common/collective trusts at beginning of year2017-12-31$1,190,104,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$58,266,409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$33,022,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$33,022,958
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$397,160
Asset value of US Government securities at end of year2017-12-31$10,437,325
Asset value of US Government securities at beginning of year2017-12-31$9,919,267
Net investment gain or loss from common/collective trusts2017-12-31$9,140,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$50,000,000
Employer contributions (assets) at end of year2017-12-31$50,000,000
Employer contributions (assets) at beginning of year2017-12-31$50,000,000
Income. Dividends from common stock2017-12-31$6,507,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$104,801,715
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$161,632,251
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$170,694,423
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$31,695,071
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$201,968,121
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$160,602,211
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,710,264
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$331,622
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$258,140,006
Aggregate carrying amount (costs) on sale of assets2017-12-31$263,395,342
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DELOITTE & TOUCHE
Accountancy firm EIN2017-12-31133891517
2016 : TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$11,956,831
Total unrealized appreciation/depreciation of assets2016-12-31$11,956,831
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,716,004
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$71,155,037
Total income from all sources (including contributions)2016-12-31$168,424,420
Total loss/gain on sale of assets2016-12-31$56,951,243
Total of all expenses incurred2016-12-31$97,155,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$92,170,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$50,000,000
Value of total assets at end of year2016-12-31$2,576,206,036
Value of total assets at beginning of year2016-12-31$2,574,376,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,984,910
Total interest from all sources2016-12-31$20,946,761
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,375,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$830,787
Administrative expenses professional fees incurred2016-12-31$96,756
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$945,990,682
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$682,705,682
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$13,210,582
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$86,771,328
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,384,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$70,957,607
Administrative expenses (other) incurred2016-12-31$2,354,467
Total non interest bearing cash at end of year2016-12-31$2,551,161
Total non interest bearing cash at beginning of year2016-12-31$83,471,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$71,268,727
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,574,490,032
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,503,221,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$2,533,687
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$110,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,352,822
Interest earned on other investments2016-12-31$1,662,647
Income. Interest from US Government securities2016-12-31$3,329,735
Income. Interest from corporate debt instruments2016-12-31$15,757,564
Value of interest in common/collective trusts at end of year2016-12-31$1,190,104,302
Value of interest in common/collective trusts at beginning of year2016-12-31$775,212,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$33,022,958
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$22,293,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$22,293,064
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$196,815
Asset value of US Government securities at end of year2016-12-31$9,919,267
Asset value of US Government securities at beginning of year2016-12-31$261,537,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-159,539
Net investment gain or loss from common/collective trusts2016-12-31$24,353,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$50,000,000
Employer contributions (assets) at end of year2016-12-31$50,000,000
Employer contributions (assets) at beginning of year2016-12-31$50,000,000
Income. Dividends from common stock2016-12-31$3,544,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$92,170,783
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$170,694,423
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$515,681,254
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$160,602,211
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$94,351,265
Liabilities. Value of benefit claims payable at end of year2016-12-31$331,622
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$197,430
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$4,801,347,608
Aggregate carrying amount (costs) on sale of assets2016-12-31$4,744,396,365
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DELOITTE & TOUCHE
Accountancy firm EIN2016-12-31133891517
2015 : TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-36,612,540
Total unrealized appreciation/depreciation of assets2015-12-31$-36,612,540
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$71,155,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,999,850
Total income from all sources (including contributions)2015-12-31$28,022,806
Total loss/gain on sale of assets2015-12-31$3,873,664
Total of all expenses incurred2015-12-31$92,923,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$88,046,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$50,000,000
Value of total assets at end of year2015-12-31$2,574,376,342
Value of total assets at beginning of year2015-12-31$2,584,121,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,876,389
Total interest from all sources2015-12-31$35,010,404
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,565,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$677,653
Administrative expenses professional fees incurred2015-12-31$80,225
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$682,705,682
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$630,168,008
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$86,771,328
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$9,711,876
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$70,957,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$15,580,315
Administrative expenses (other) incurred2015-12-31$1,098,791
Total non interest bearing cash at end of year2015-12-31$83,471,300
Total non interest bearing cash at beginning of year2015-12-31$5,113,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-64,900,354
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,503,221,305
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,568,121,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$3,697,373
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,352,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$43,699,983
Interest earned on other investments2015-12-31$3,826,401
Income. Interest from US Government securities2015-12-31$5,155,659
Income. Interest from corporate debt instruments2015-12-31$25,991,063
Value of interest in common/collective trusts at end of year2015-12-31$775,212,205
Value of interest in common/collective trusts at beginning of year2015-12-31$716,459,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$22,293,064
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$22,607,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$22,607,375
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$37,281
Asset value of US Government securities at end of year2015-12-31$261,537,422
Asset value of US Government securities at beginning of year2015-12-31$213,203,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-226,127
Net investment gain or loss from common/collective trusts2015-12-31$-28,587,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$50,000,000
Employer contributions (assets) at end of year2015-12-31$50,000,000
Employer contributions (assets) at beginning of year2015-12-31$30,000,000
Income. Dividends from preferred stock2015-12-31$74,609
Income. Dividends from common stock2015-12-31$3,813,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$88,046,771
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$515,681,254
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$580,035,048
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$94,351,265
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$333,122,840
Liabilities. Value of benefit claims payable at end of year2015-12-31$197,430
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$419,535
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$3,491,497,686
Aggregate carrying amount (costs) on sale of assets2015-12-31$3,487,624,022
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DELOITTE & TOUCHE
Accountancy firm EIN2015-12-31133891517

Form 5500 Responses for TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES

2023: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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