Plan Snapshot
- Plan Sponsor: Willis North America INC.
- Sponsor EIN: 135654526
- Sponsor Address: 26 CENTURY BLVD., NASHVILLE, TN, 372143695
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 460 | $622.8M | $0 | $0 |
| 2023 | 551 | $708.6M | $0 | $0 |
| 2022 | 626 | $711.8M | $274,558 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BLACKROCK INSTITUTIONAL TRUST CO | Other Service Provider | $117,357 | — | $117,357 |
| NORTHERN TRUST | Custodian / Trustee | $103,674 | — | $103,674 |
| PARAMETRIC | Other Service Provider | $67,510 | — | $67,510 |
| DELOITTE & TOUCHE LLP | Auditor | $62,865 | — | $62,865 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $351,406
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $36,988,766 | $64,337 | — | $35,000 | — |
| 2024 | $5,314,505 | $185,902 | — | $62,865 | — |
| 2023 | $4,704,366 | $148,433 | — | $62,815 | — |
| 2022 | $3,706,121 | $157,643 | — | — | $56,100 |