401k Plan data: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES plan

TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 401k Plan overview

Plan Name	TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES
Plan identification number	001

TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TOWERS WATSON PENNSYLVANIA, INC. has sponsored the creation of one or more 401k plans.

Company Name: TOWERS WATSON PENNSYLVANIA, INC.

Employer identification number (EIN): 231159360

NAIC Classification: 541600

Additional information about TOWERS WATSON PENNSYLVANIA, INC.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division

Incorporation Date: 1996-08-07

Company Identification Number: 67396

Legal Registered Office Address: 400 CORNERSTONE DR #240

WILLISTON
United States of America (USA)
05495

More information about TOWERS WATSON PENNSYLVANIA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 DOUG DANILUK
001 2013-01-01 DOUG DANILUK
001 2012-01-01 DOUG DANILUK
001 2011-01-01 MAYA KATZ
001 2010-01-01 MAYA KATZ MAYA KATZ 2011-10-11
001 2009-01-01 MAYA KATZ MAYA KATZ 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	DOUG DANILUK
001	2013-01-01	DOUG DANILUK
001	2012-01-01	DOUG DANILUK
001	2011-01-01	MAYA KATZ
001	2010-01-01	MAYA KATZ	MAYA KATZ	2011-10-11
001	2009-01-01	MAYA KATZ	MAYA KATZ	2010-10-15

Plan Statistics for TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES

401k plan membership statisitcs for TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES

Measure Date Value
2014: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 16,425
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5,368
Number of retired or separated participants receiving benefits 2014-01-01 3,431
Number of other retired or separated participants entitled to future benefits 2014-01-01 7,691
Total of all active and inactive participants 2014-01-01 16,490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 274
Total participants 2014-01-01 16,764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 157
2013: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2013 401k membership
Total participants, beginning-of-year 2013-01-01 16,087
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5,275
Number of retired or separated participants receiving benefits 2013-01-01 3,183
Number of other retired or separated participants entitled to future benefits 2013-01-01 7,716
Total of all active and inactive participants 2013-01-01 16,174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 251
Total participants 2013-01-01 16,425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 116
2012: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15,743
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5,269
Number of retired or separated participants receiving benefits 2012-01-01 2,865
Number of other retired or separated participants entitled to future benefits 2012-01-01 7,709
Total of all active and inactive participants 2012-01-01 15,843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 244
Total participants 2012-01-01 16,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 82
2011: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10,057
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,736
Number of retired or separated participants receiving benefits 2011-01-01 1,871
Number of other retired or separated participants entitled to future benefits 2011-01-01 5,252
Total of all active and inactive participants 2011-01-01 9,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 105
Total participants 2011-01-01 9,964
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 57
2010: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2010 401k membership
Total participants, beginning-of-year 2010-01-01 10,032
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2,966
Number of retired or separated participants receiving benefits 2010-01-01 1,773
Number of other retired or separated participants entitled to future benefits 2010-01-01 5,232
Total of all active and inactive participants 2010-01-01 9,971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 86
Total participants 2010-01-01 10,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 101
2009: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9,927
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3,367
Number of retired or separated participants receiving benefits 2009-01-01 1,636
Number of other retired or separated participants entitled to future benefits 2009-01-01 4,950
Total of all active and inactive participants 2009-01-01 9,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 79
Total participants 2009-01-01 10,032
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 161

Measure	Date	Value
2014: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	16,425
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5,368
Number of retired or separated participants receiving benefits	2014-01-01	3,431
Number of other retired or separated participants entitled to future benefits	2014-01-01	7,691
Total of all active and inactive participants	2014-01-01	16,490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	274
Total participants	2014-01-01	16,764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	157
2013: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2013 401k membership
Total participants, beginning-of-year	2013-01-01	16,087
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5,275
Number of retired or separated participants receiving benefits	2013-01-01	3,183
Number of other retired or separated participants entitled to future benefits	2013-01-01	7,716
Total of all active and inactive participants	2013-01-01	16,174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	251
Total participants	2013-01-01	16,425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	116
2012: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15,743
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5,269
Number of retired or separated participants receiving benefits	2012-01-01	2,865
Number of other retired or separated participants entitled to future benefits	2012-01-01	7,709
Total of all active and inactive participants	2012-01-01	15,843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	244
Total participants	2012-01-01	16,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	82
2011: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10,057
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,736
Number of retired or separated participants receiving benefits	2011-01-01	1,871
Number of other retired or separated participants entitled to future benefits	2011-01-01	5,252
Total of all active and inactive participants	2011-01-01	9,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	105
Total participants	2011-01-01	9,964
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	57
2010: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2010 401k membership
Total participants, beginning-of-year	2010-01-01	10,032
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2,966
Number of retired or separated participants receiving benefits	2010-01-01	1,773
Number of other retired or separated participants entitled to future benefits	2010-01-01	5,232
Total of all active and inactive participants	2010-01-01	9,971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	86
Total participants	2010-01-01	10,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	101
2009: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9,927
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3,367
Number of retired or separated participants receiving benefits	2009-01-01	1,636
Number of other retired or separated participants entitled to future benefits	2009-01-01	4,950
Total of all active and inactive participants	2009-01-01	9,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	79
Total participants	2009-01-01	10,032
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	161

Financial Data on TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES

Measure	Date	Value
2014 : TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$139,058,916
Total unrealized appreciation/depreciation of assets	2014-12-31	$139,058,916
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$15,999,850
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$11,027,309
Total income from all sources (including contributions)	2014-12-31	$227,050,469
Total loss/gain on sale of assets	2014-12-31	$-1,453,567
Total of all expenses incurred	2014-12-31	$98,513,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$93,016,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$30,000,000
Value of total assets at end of year	2014-12-31	$2,584,121,509
Value of total assets at beginning of year	2014-12-31	$2,450,611,714
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,497,114
Total interest from all sources	2014-12-31	$35,813,314
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$7,717,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,596,206
Administrative expenses professional fees incurred	2014-12-31	$81,899
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$630,168,008
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$420,283,756
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$9,711,876
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$85,155,245
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$15,580,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$8,099,705
Administrative expenses (other) incurred	2014-12-31	$1,102,279
Total non interest bearing cash at end of year	2014-12-31	$5,113,644
Total non interest bearing cash at beginning of year	2014-12-31	$2,465,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$128,537,254
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,568,121,659
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,439,584,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$4,312,936
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$43,699,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$47,692,523
Interest earned on other investments	2014-12-31	$3,621,442
Income. Interest from US Government securities	2014-12-31	$6,711,763
Income. Interest from corporate debt instruments	2014-12-31	$25,461,781
Value of interest in common/collective trusts at end of year	2014-12-31	$716,459,702
Value of interest in common/collective trusts at beginning of year	2014-12-31	$836,641,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$22,607,375
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$42,899,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$42,899,623
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$18,328
Asset value of US Government securities at end of year	2014-12-31	$213,203,033
Asset value of US Government securities at beginning of year	2014-12-31	$180,981,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-2,640,269
Net investment gain or loss from common/collective trusts	2014-12-31	$18,554,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$30,000,000
Employer contributions (assets) at end of year	2014-12-31	$30,000,000
Employer contributions (assets) at beginning of year	2014-12-31	$30,000,000
Income. Dividends from preferred stock	2014-12-31	$64,341
Income. Dividends from common stock	2014-12-31	$6,057,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$93,016,101
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$580,035,048
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$480,757,506
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$333,122,840
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$323,734,495
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$419,535
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$2,927,604
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$1,219,314,352
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$1,220,767,919
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DELOITTE & TOUCHE
Accountancy firm EIN	2014-12-31	133891517
2013 : TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$-2,230,628
Total unrealized appreciation/depreciation of assets	2013-12-31	$-2,230,628
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$11,027,309
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$7,123,368
Total income from all sources (including contributions)	2013-12-31	$283,939,921
Total loss/gain on sale of assets	2013-12-31	$30,901,100
Total of all expenses incurred	2013-12-31	$90,831,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$83,647,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$30,000,000
Value of total assets at end of year	2013-12-31	$2,450,611,714
Value of total assets at beginning of year	2013-12-31	$2,253,599,108
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,183,662
Total interest from all sources	2013-12-31	$32,980,265
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$10,002,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$47,215
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$420,283,756
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$113,264,554
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$85,155,245
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$11,105,277
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$8,099,705
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$5,991,066
Administrative expenses (other) incurred	2013-12-31	$672,133
Total non interest bearing cash at end of year	2013-12-31	$2,465,018
Total non interest bearing cash at beginning of year	2013-12-31	$2,234,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$193,108,665
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,439,584,405
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,246,475,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$6,464,314
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$47,692,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$551,693,664
Income. Interest from US Government securities	2013-12-31	$9,966,478
Income. Interest from corporate debt instruments	2013-12-31	$23,013,787
Value of interest in common/collective trusts at end of year	2013-12-31	$836,641,610
Value of interest in common/collective trusts at beginning of year	2013-12-31	$284,902,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$42,899,623
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$27,110,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$27,110,766
Asset value of US Government securities at end of year	2013-12-31	$180,981,938
Asset value of US Government securities at beginning of year	2013-12-31	$250,062,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$71,603,929
Net investment gain or loss from common/collective trusts	2013-12-31	$110,682,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$30,000,000
Employer contributions (assets) at end of year	2013-12-31	$30,000,000
Employer contributions (assets) at beginning of year	2013-12-31	$50,000,000
Income. Dividends from common stock	2013-12-31	$10,002,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$83,647,594
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$480,757,506
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$514,575,780
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$323,734,495
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$448,649,792
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$2,927,604
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$1,132,302
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$3,029,546,557
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$2,998,645,457
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DELOITTE & TOUCHE
Accountancy firm EIN	2013-12-31	133891517
2012 : TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$213,853,183
Total unrealized appreciation/depreciation of assets	2012-12-31	$213,853,183
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$7,123,368
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$4,278,114
Total income from all sources (including contributions)	2012-12-31	$307,698,068
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$90,944,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$81,232,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$50,000,000
Value of total assets at end of year	2012-12-31	$2,253,599,108
Value of total assets at beginning of year	2012-12-31	$2,034,000,330
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$9,712,504
Total interest from all sources	2012-12-31	$33,403,209
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$10,441,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$62,544
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$113,264,554
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$40,676,273
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$11,105,277
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$737,241,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$5,991,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$4,149,159
Administrative expenses (other) incurred	2012-12-31	$557,634
Total non interest bearing cash at end of year	2012-12-31	$2,234,169
Total non interest bearing cash at beginning of year	2012-12-31	$1,012,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$216,753,524
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,246,475,740
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,029,722,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$9,092,326
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$551,693,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$312,901,797
Value of interest in common/collective trusts at end of year	2012-12-31	$284,902,505
Value of interest in common/collective trusts at beginning of year	2012-12-31	$242,210,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$27,110,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$34,061,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$34,061,124
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$33,403,209
Asset value of US Government securities at end of year	2012-12-31	$250,062,601
Asset value of US Government securities at beginning of year	2012-12-31	$164,895,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$50,000,000
Employer contributions (assets) at end of year	2012-12-31	$50,000,000
Income. Dividends from preferred stock	2012-12-31	$10,441,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$81,232,040
Asset. Corporate debt instrument preferred debt at end of year	2012-12-31	$514,575,780
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$318,817,061
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$448,649,792
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$182,185,046
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$1,132,302
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$128,955
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DELOITTE & TOUCHE
Accountancy firm EIN	2012-12-31	133891517
2011 : TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$116,867,042
Total unrealized appreciation/depreciation of assets	2011-12-31	$116,867,042
Total transfer of assets to this plan	2011-12-31	$729,032,700
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$4,278,114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$22,309,611
Total income from all sources (including contributions)	2011-12-31	$142,711,886
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$51,075,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$46,406,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$0
Value of total assets at end of year	2011-12-31	$2,034,000,330
Value of total assets at beginning of year	2011-12-31	$1,231,362,623
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,669,315
Total interest from all sources	2011-12-31	$20,616,507
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$5,294,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$4,669,315
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$40,676,273
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$78,721,886
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$737,241,439
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$11,549,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$4,149,159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$19,209,401
Other income not declared elsewhere	2011-12-31	$-65,845
Total non interest bearing cash at end of year	2011-12-31	$1,012,024
Total non interest bearing cash at beginning of year	2011-12-31	$12,142,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$91,636,504
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,029,722,216
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,209,053,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$312,901,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$298,141,344
Value of interest in common/collective trusts at end of year	2011-12-31	$242,210,141
Value of interest in common/collective trusts at beginning of year	2011-12-31	$266,456,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$34,061,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$19,969,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$19,969,739
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$20,616,507
Asset value of US Government securities at end of year	2011-12-31	$164,895,425
Asset value of US Government securities at beginning of year	2011-12-31	$5,237,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Income. Dividends from preferred stock	2011-12-31	$5,294,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$46,406,067
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$318,817,061
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$358,792,587
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$182,185,046
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$180,351,037
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$128,955
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$3,100,210
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DELOITTE & TOUCHE
Accountancy firm EIN	2011-12-31	133891517
2010 : TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$18,095,392
Total unrealized appreciation/depreciation of assets	2010-12-31	$18,095,392
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$22,309,611
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$54,539,837
Total income from all sources (including contributions)	2010-12-31	$169,270,020
Total loss/gain on sale of assets	2010-12-31	$61,401,603
Total of all expenses incurred	2010-12-31	$69,763,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$65,225,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$0
Value of total assets at end of year	2010-12-31	$1,231,362,623
Value of total assets at beginning of year	2010-12-31	$1,164,085,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$4,537,842
Total interest from all sources	2010-12-31	$27,759,278
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$4,882,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$4,537,842
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$78,721,886
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$18,106,254
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$11,549,140
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$17,974,899
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$19,209,401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$53,787,514
Other income not declared elsewhere	2010-12-31	$260,102
Total non interest bearing cash at end of year	2010-12-31	$12,142,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$99,506,980
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,209,053,012
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,109,546,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$298,141,344
Interest earned on other investments	2010-12-31	$9,299,878
Income. Interest from US Government securities	2010-12-31	$115,441
Income. Interest from corporate debt instruments	2010-12-31	$18,323,935
Value of interest in common/collective trusts at end of year	2010-12-31	$266,456,274
Value of interest in common/collective trusts at beginning of year	2010-12-31	$543,791,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$19,969,739
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$13,660,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$13,660,887
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$20,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Asset value of US Government securities at end of year	2010-12-31	$5,237,800
Asset value of US Government securities at beginning of year	2010-12-31	$147,393,355
Net investment gain or loss from common/collective trusts	2010-12-31	$56,871,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Income. Dividends from preferred stock	2010-12-31	$7,489
Income. Dividends from common stock	2010-12-31	$4,874,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$65,225,198
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$358,792,587
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$158,885,993
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$96,303,148
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$180,351,037
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$167,969,902
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$3,100,210
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$752,323
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$1,176,210,544
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$1,114,808,941
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	DELOITTE & TOUCHE
Accountancy firm EIN	2010-12-31	133891517
2009 : TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES

2014: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TOWERS WATSON PENSION PLAN FOR U.S. EMPLOYEES 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TOWERS WATSON PENNSYLVANIA, INC.
Employer identification number (EIN):	231159360
NAIC Classification:	541600

Jurisdiction of Incorporation:	Vermont Secretary of State Corporations Division
Incorporation Date:	1996-08-07
Company Identification Number:	67396
Legal Registered Office Address:	400 CORNERSTONE DR #240 WILLISTON United States of America (USA) 05495