form5500lookup

Form 5500 · Retirement plan · TAMPA, FL

PWC US GROUP LLP

The filing calls this plan PWC DEFINED CONTRIBUTION INVESTMENT TRUST.

PWC US GROUP LLP of TAMPA, FL files a Form 5500 for its retirement plan. Schedule A discloses 5 annuity or guaranteed-interest contracts held by the plan, written by CITIBANK, NA and 4 other insurers. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
CITIBANK, NA
Contract year ends
Juneas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 92-0400838 · plan 007 · plan year 2025, filed Apr 14, 2026

Participants at the start of the year
—
Contracts on file
5
Contract value
$712,312,817
Plan year end
June

Plan brief

Schedule A lists 5 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with CITIBANK, NA.

The contracts held $712,312,817 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in June.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
CITIBANK, NAAnnuity / GIC—June$142,458,927$0
METROPOLITAN LIFE INSURANCE COMPANYAnnuity / GIC—June$142,465,580$0
PACIFIC LIFE INSURANCE COMPANYAnnuity / GIC—June$142,471,895$0
RGA REINSURANCE COMPANYAnnuity / GIC—June$142,457,386$0
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC—June$142,459,029$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
PWC US GROUP LLP
EIN 92-0400838
STATE STREET BANK AND TRUST COMPANY
Custodian · EIN 81-4017137
$96,511
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$2,808,879,399
Paid out in benefits
$0

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Other plans filed by this employer

Pwc Health & Welfare Benefits PlanInsured benefit plan · 7 Schedule A contractsRenews ~Jul 1Pwc Retiree Medical PlanInsured benefit plan · 1 Schedule A contractRenews ~Jul 1Pwc Group Legal PlanInsured benefit plan · 1 Schedule A contractRenews ~Jul 1Pwc Livewell ResourcesInsured benefit plan · 1 Schedule A contractRenews ~Jul 1plan 504Insured benefit plan · 2 Schedule A contractsRenews ~Oct 1plan 505Insured benefit plan · 2 Schedule A contractsRenews ~Jul 1plan 004Form 5500 filing · no insured Schedule A contractsRetirement Wealth Builder Plan Of PwcForm 5500 filing · no insured Schedule A contractsPwc Notice/Severance PolicyForm 5500 filing · no insured Schedule A contractsplan 002Form 5500 filing · no insured Schedule A contractsplan 003Form 5500 filing · no insured Schedule A contractsplan 005Form 5500 filing · no insured Schedule A contractsPwc Flexible Benefit PlanForm 5500 filing · no insured Schedule A contractsRetirement Plan For Employees Of PwcForm 5500 filing · no insured Schedule A contracts

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