# Willis North America INC. DB Plan
Source: https://planprovider.pro/companies/willis-north-america-inc-plan-001

> Willis North America INC.'s DB plan: 460 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Willis North America INC.

- **Sponsor EIN:** 135654526

- **Sponsor Address:** 26 CENTURY BLVD., NASHVILLE, TN, 372143695

- **Plan Type:** DB

- **Total Participants:** 460

- **Total Assets:** $622.8M

## 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.|

| 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|

| 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](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $62,865

- **Estimated Expense Ratio:** 0.010% of plan assets

### 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|

| 2024|$5,314,505|$185,902|—|$62,865|—|

| 2023|$4,704,366|$148,433|—|$62,815|—|

| 2022|$3,706,121|$157,643|—|—|$56,100|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/willis-north-america-inc-plan-001)

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