Providers › Actuarial
Service provider · Schedule C, plan year 2024
Willis Towers Watson US LLC
Most often reported for actuarial
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Willis Towers Watson US LLC is named as a service provider on the Schedule C of 737 retirement plans with 100 or more participants for plan year 2024, covering 7,906,167 participant records. Most often it is reported for actuarial.
Reported compensation from those plans, direct and indirect, totalled $302M. Per plan, the median was $73.15 per participant, with the middle half of plans between $14.64 and $179. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Texas (68), Pennsylvania (62) and New York (60).
In 2009 it appeared on 468 such filings; in 2024, 746 (up 59%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $14.64 | $73.15 | $179 |
| Compensation as a share of plan net assets | 0.01% | 0.07% | 0.20% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| UPS Pension Plan | United Parcel Service of America, Inc. | GA | 246,785 | $9.28B | $127K |
| The Bank of America Pension Plan | Bank of America Corporation | RI | 168,197 | $17.6B | $2.4M |
| Wells Fargo & Company Cash Balance Plan | Wells Fargo & Company | MN | 165,927 | $8.25B | $7.9M |
| IBM Personal Pension Plan | International Business Machines Corporation | NY | 144,666 | $17.6B | $10.3M |
| UPS Retirement Plan | United Parcel Service of America, Inc. | GA | 144,570 | $21.2B | $2.6M |
| GE Aerospace Pension Plan | General Electric Company, Operating As GE Aerospace | OH | 118,868 | $19.0B | $282K |
| The Pension Value Plan for Employees of the Boeing Company | The Boeing Co. and Consolidated Subsidiaries | VA | 115,617 | $23.3B | $341K |
| The Boeing Company Employee Retirement Plan | The Boeing Co. and Consolidated Subsidiaries | VA | 115,404 | $15.4B | $265K |
| Northrop Grumman Pension Plan | Northrop Grumman Corporation | VA | 104,566 | $18.8B | $262K |
| Ups/ibt Full-Time Employee Pension Plan | Board of Trustees of the Ups/ibt Full-Time Pension Plan | GA | 102,332 | $12.2B | $187K |
| Fca US LLC UAW Pension Agreement | Fca US LLC | MI | 98,708 | $10.3B | $4.2M |
| Consolidated Cash Balance Program of Mass General Brigham and Member Organizations | Mass General Brigham Incorporated | MA | 96,507 | $11.6B | $377K |
| Mayo Pension Plan | Mayo Clinic | MN | 93,747 | $11.7B | $599K |
| GE Healthcare Pension Plan | GE Healthcare Technologies Inc. | IL | 93,650 | $13.7B | $67K |
| United Airlines 401(k) Savings Plan | United Airlines, Inc. | IL | 88,204 | $10.3B | $58K |
| Cleveland Clinic Savings and Investment Plan | The Cleveland Clinic Foundation | OH | 86,817 | $9.21B | $139K |
| Retirement Plan of International Paper Company | International Paper Company | TN | 84,174 | $8.19B | $735K |
| Delta Retirement Plan | Delta Air Lines, Inc. | GA | 81,907 | $7.25B | $117K |
| Retirement Security Plan | National Rural Electric Cooperative Association | VA | 75,823 | $11.5B | $1.0M |
| 7-ELEVEN, Inc. 401(k) Plan | 7-ELEVEN, Inc. | TX | 71,029 | $1.05B | $251K |
| Sutter Health Retirement Plan | Sutter Health | CA | 66,154 | $5.87B | $394K |
| Allstate Retirement Plan | The Allstate Corporation | TX | 64,168 | $4.04B | $285K |
| Allstate 401(k) Savings Plan | The Allstate Corporation | TX | 61,370 | $7.62B | $33K |
| Exxonmobil Pension Plan | Exxon Mobil Corporation | TX | 60,890 | $11.2B | $583K |
| NG Space&mission Systems Corp. Salaried Pension Pla | Northrop Grumman Corporation | VA | 60,528 | $8.39B | $251K |
| Pacific Gas and Electric Company Retirement Plan | Pacific Gas and Electric Company | CA | 58,892 | $17.5B | $3.8M |
| Dell Inc. 401(k) Plan | Dell Inc. | TX | 58,607 | $14.6B | $106K |
| Baylor Scott & White Health Retirement Savings Plan | Baylor Scott & White Holdings | TX | 58,503 | $4.66B | $13K |
| KPMG 401(k) Capital Accumulation Plan | KPMG LLP | NJ | 55,312 | $10.5B | $50K |
| Publicis Benefits Connection 401(k) Plan | MMS USA Holdings, Inc. | IL | 53,568 | $5.23B | $32K |
| Northwestern Memorial Employee 401(k) Pre-Tax Savings Plan | Northwestern Memorial Healthcare | IL | 53,096 | $5.43B | $60K |
| GE Energy Pension Plan | Ropcor, Inc. | NY | 51,368 | $8.92B | $455K |
| Textron Master Retirement Plan | Textron Inc. | RI | 50,168 | $5.46B | $287K |
| Beaumont Health 403(b) Retirement Savings Plan | William Beaumont Hospital | MI | 48,125 | $2.97B | $42K |
| Jones Lang Lasalle Savings and Retirement Plan | Jones Lang Lasalle Americas, Inc. | IL | 47,898 | $3.87B | $190K |
| Beth Israel Lahey 403(b) Retirement Savings Plan | Beth Israel Lahey Health | MA | 47,712 | $3.51B | $62K |
| The 401(k) Plan | Health Care Service Corporation | TX | 46,212 | $3.92B | $7,815 |
| The Travelers Pension Plan | Travelers Companies, Inc. | MN | 45,786 | $4.23B | $563K |
| U.S. Bank Legacy Pension Plan | U.S. Bancorp | MN | 45,327 | $3.48B | $60K |
| I.A.M. National Plan | Board of Trustees I.A.M. 401(k) Fund | DC | 45,058 | $971M | $149K |
Questions and answers
How many plans does Willis Towers Watson US LLC serve?
737 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Willis Towers Watson US LLC?
The median plan reported $73.15 per participant in direct and indirect compensation (734 plans reporting an amount), or 0.07% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Actuarial (570 plans), Consulting (pension) (182 plans), Consulting (general) (146 plans) and Recordkeeping and information management (81 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.