2023 Form 5500 filing — Boeing North American Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240909182551NAL0002999027001) for Boeing North American Retirement Plan, reported by The Boeing Co. And Consolidated Subsidiaries under EIN 91-0425694 and plan number 048. It reports 30,097 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909182551NAL0002999027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Boeing Co. And Consolidated Subsidiaries
- EIN
- 91-0425694
- Plan number
- 048
- Location
- Seattle, WA
- Participants
- 30,097
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,482,985,247
- Total liabilities (EOY)
- $598,403
- Net assets (EOY)
- $2,482,386,844
- Total income / additions
- $198,319,717
- Benefits paid
- $243,776,055
- Administrative expenses
- $4,220,626
- Total expenses
- $247,996,681
- Net increase / (decrease)
- -$49,676,964
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv Inst'L Op Co, LLC | RECORD KEEPER | $940,608 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | SERVICE PROVIDER | $148,081 | not reported in the loaded dataset |
| Deloitte & Touche Llp | AUDITOR | $72,128 | not reported in the loaded dataset |
| The Boeing Co And Consolidated Subs | PLAN SPONSOR | $51,188 | not reported in the loaded dataset |
| Foley & Lardner Llp | SERVICE PROVIDER | $45,251 | not reported in the loaded dataset |
| Conduent Hr Services, LLC | SERVICE PROVIDER | $35,216 | not reported in the loaded dataset |
| Herronpalmer | SERVICE PROVIDER | $22,414 | not reported in the loaded dataset |
| State Street Bank And Trust | SERVICE PROVIDER | $16,428 | not reported in the loaded dataset |