2023 Form 5500 filing — Pension Plan Of Locals 794 & 819, I.A.T.S.E.
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 20240913150725NAL0016464128001) for Pension Plan Of Locals 794 & 819, I.A.T.S.E., reported by Fox Corporation under EIN 83-1825597 and plan number 003. It reports 385 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913150725NAL0016464128001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fox Corporation
- EIN
- 83-1825597
- Plan number
- 003
- Location
- New York, NY
- Participants
- 385
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,056,225
- Total liabilities (EOY)
- $15,880
- Net assets (EOY)
- $79,040,345
- Total income / additions
- $6,936,148
- Benefits paid
- $4,115,771
- Administrative expenses
- $200,612
- Total expenses
- $4,316,383
- Net increase / (decrease)
- $2,619,765
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ernst & Young Llp | NONE | $50,750 | not reported in the loaded dataset |
| Mercer Human Resource Consulting | NONE | $34,785 | not reported in the loaded dataset |
| Spivak Lipton | NONE | $24,750 | not reported in the loaded dataset |
| Jp Morgan Chase Bank, Na | NONE | $21,298 | not reported in the loaded dataset |
| Administrative Services Only | NONE | $18,000 | not reported in the loaded dataset |
| Moss Adams Llp | NONE | $11,000 | not reported in the loaded dataset |