form5500lookup

Form 5500 · Retirement plan · SAN FRANCISCO, CA

VISA INC.

The filing calls this plan VISA RETIREMENT PLAN.

VISA INC. of SAN FRANCISCO, CA files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by BANNER LIFE INSURANCE COMPANY. 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
BANNER LIFE INSURANCE COMPANY
Contract year ends
Septemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-0267673 · plan 334 · plan year 2025, filed Jul 14, 2026

Participants at the start of the year
6,148
Contracts on file
1
Contract value
$290,854,441
Plan year end
September

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with BANNER LIFE INSURANCE COMPANY.

The contracts held $290,854,441 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 September.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
BANNER LIFE INSURANCE COMPANYAnnuity / GIC5,855September$290,854,441$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
VISA INC.
EIN 26-0267673
WILLIS TOWERS WATSON US LLC
Named on Schedule C · EIN 53-0181291
$1,959,740
paid directly by the plan
PIMCO
Named on Schedule C · EIN 33-0629048
$1,445,751
paid directly by the plan
AON INVESTMENTS USA INC.
Named on Schedule C · EIN 36-3109431
$828,465
paid directly by the plan
CONDUENT HUMAN RESOURCE SVCS, LLC
Recordkeeping and information management · EIN 04-3609848
$363,874
paid directly by the plan
PRINCIPAL TRUST COMPANY
Custodian · Investment advisory · EIN 51-0099493
$266,826
paid directly by the plan
STATE STREET GLOBAL ADV TRUST CO
Named on Schedule C · EIN 81-4017137
$100,000
paid directly by the plan
VISA USA, INC.
Plan administrator · Recordkeeping and information management · EIN 94-1721694
$68,746
paid directly by the plan
BDO USA, P.C.
Accounting and audit · EIN 13-5381590
$45,000
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
$1,602,301,345
Paid out in benefits
$78,182,438
Participants at the start of the year
6,148

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

Who runs the plan

Independent accountantEIN 13-5381590
BDO USA, P.C.
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$45,000

From Schedule H of this filing.

Other plans filed by this employer

Welfare Benefits And Cafeteria PlanInsured benefit plan · 11 Schedule A contractsRenews ~Jan 1Visa Retiree Health PlanInsured benefit plan · 3 Schedule A contractsRenews ~Jan 1Visa 401k PlanForm 5500 filing · no insured Schedule A contracts

More employer plans in California — largest plans, brokers, carriers and renewal months.