Back to filter
Original filing (PDF)20251014232847NAL0005080832003
VOYA SERVICES COMPANY
Form 5500
FILING_RECEIVED
VOYA RETIREMENT PLAN
Defined-benefit pension plan
Signals · 3
99% in single holdingNo recordkeeper disclosed10 service providers
Active participants
7,223
Accounts w/ balance
—
Plan assets (EOY)
$1.8B
Net assets (EOY)
$1.8B
How this plan invests
This plan
4 pooled trusts
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "The Bank of New York Mellon" is 99% of plan.
- 18 bps in Schedule C fees — 266% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VOYA SERVICES COMPANY.
Plan sponsor
Name
VOYA SERVICES COMPANY
EIN
52-1317217
Address
5780 POWERS FERRY ROAD NORTH WEST · ATLANTA, GA · 303274349
Phone
(180) 055-5189
Industry
Finance & Insurancesee all
Plan administrator
Name
VOYA FINANCIAL PENSION COMMITTEE
EIN
52-1317217
City
ATLANTA, GA
Phone
(800) 555-1899
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1E · Section 401(h) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MITCHELL & TITUS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | LINCOLNSHIRE, IL | NONE | $1.3M | — |
| CALLAN LLC | 94-2192581 | SAN FRANCISCO, CA | NONE | $485K | — |
| UBS REALTY INVESTORS LLC | 61-1553760 | HARTFORD, CT | NONE | $429K | — |
| AON CONSULTING, INC. | 22-2232264 | CHICAGO, IL | NONE | $406K | — |
| SILCHESTER INTERNATIONAL INVESTORS | 36-7045783 | NEW YORK, NY | NONE | $287K | — |
| BANK OF NEW YORK MELLON | 13-5160382 | PITTSBURGH, PA | NONE | $143K | — |
| SNYDER CAPITAL MANAGEMENT L.P. | 04-3370184 | SAN FRANCISCO, CA | NONE | $116K | — |
| GROOM LAW GROUP CHARTERED | 52-1219029 | WASHINGTON, DC | NONE | $83K | — |
| FRAZIER & DEETER LLC | 58-1433845 | ATLANTA, GA | NONE | $13K | — |
| BLACKROCK INSTITUTIONAL TRUST COMPA | 94-3112180 | NEW YORK, NY | NONE | $7K | — |
Investments
4 direct securities · 4 pooled funds· $1.9B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$1.8B
4 holdings
Common Collective Trust
$121.5M
3 holdings
103-12 Investment Entity
$25.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Bank of New York Mellon | — | — | — | $1.8B | 97.5% | |
| BLACKROCK EQUITY INDEX NON-LENDING BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 80-0300291 / PN 001 | Common Collective Trust | — | — | $77.0M | 4.3% | |
| BAILLIE GIFFORD INTL. ALPHA FUND CL BAILLIE GIFFORD OVERSEAS LTD · EIN 22-3438530 / PN 001 | Common Collective Trust | — | — | $25.9M | 1.4% | |
| THE SILCHESTER INTL INV INTL VAL EQ SILCHESTER INTERNATIONAL INVESTORS LLP · EIN 36-7045783 / PN 001 | 103-12 Investment Entity | — | — | $25.8M | 1.4% | |
| EB TEMPORARY INVESTMENT THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $18.6M | 1.0% | |
| The Bank of New York Mellon | — | — | — | $9.1M | 0.5% | |
| The Bank of New York Mellon | — | — | — | $5.7M | 0.3% | |
| Venerable Insurance and Annuity Company | — | — | — | $109K | <0.1% |