2023 Form 5500 filing — Ibm Personal Pension 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 20241001095717NAL0012070000001) for Ibm Personal Pension Plan, reported by International Business Machines Corporation under EIN 13-0871985 and plan number 001. It reports 144,002 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001095717NAL0012070000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- International Business Machines Corporation
- EIN
- 13-0871985
- Plan number
- 001
- Location
- Armonk, NY
- Participants
- 144,002
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,955,758,896
- Total liabilities (EOY)
- $484,502,176
- Net assets (EOY)
- $24,471,256,720
- Total income / additions
- $1,068,583,607
- Benefits paid
- $1,711,410,098
- Administrative expenses
- $77,362,251
- Total expenses
- $1,788,772,349
- Net increase / (decrease)
- -$720,188,742
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments | RECORDKEEPER | $9,502,473 | not reported in the loaded dataset |
| Towers Watson Delaware Inc. | PARTY-IN INTEREST | $5,052,555 | not reported in the loaded dataset |
| Nisa Investment Advisors | PARTY-IN INTEREST | $4,952,318 | not reported in the loaded dataset |
| Ibm | PARTY-IN INTEREST | $3,641,657 | not reported in the loaded dataset |
| Loomis, Sayles & Co. | PARTY-IN-INTEREST | $3,007,671 | not reported in the loaded dataset |
| Jp Morgan Investment Mgmt | PARTY-IN INTEREST | $2,789,786 | not reported in the loaded dataset |
| Ifm Investors LLC | PARTY-IN INTEREST | $0 | $2,786,151 |
| Metlife Investment Mgmt Holdings, L | PARTY-IN-INTEREST | $2,192,771 | not reported in the loaded dataset |
| Allspring Global Investments, LLC | PARTY-IN INTEREST | $2,106,703 | $0 |
| Voya Investment Management Co | PARTY-IN-INTEREST | $1,978,796 | $0 |
| P/E Global LLC | PARTY-IN-INTEREST | $1,845,588 | not reported in the loaded dataset |
| Pimco | PARTY-IN INTEREST | $1,384,258 | $0 |
| Jefferies LLC | PARTY-IN INTEREST | $1,350,329 | not reported in the loaded dataset |
| Wellington Management | PARTY-IN INTEREST | $1,237,264 | $0 |
| Western Asset Management | PARTY-IN INTEREST | $1,229,507 | $0 |
| Cibc Asset Management | NONE | $1,202,824 | not reported in the loaded dataset |
| Blackrock Financial Management, Inc | PARTY-IN-INTEREST | $858,095 | not reported in the loaded dataset |
| Los Angeles Capital Mgmt | PARTY-IN INTEREST | $735,690 | $16,292 |
| Marathon Asset Management Llp | PARTY-IN INTEREST | $750,351 | not reported in the loaded dataset |
| Dodge & Cox | PARTY-IN INTEREST | $628,554 | $0 |
| Pwc | PARTY-IN INTEREST | $459,020 | not reported in the loaded dataset |
| Hudson Advisors Lp | PARTY-IN-INTEREST | $0 | $448,843 |
| Pugh Capital | PARTY-IN INTEREST | $334,526 | not reported in the loaded dataset |
| Factset | PARTY-IN INTEREST | $317,555 | not reported in the loaded dataset |
| Andersen Tax LLC | PARTY-IN INTEREST | $315,850 | not reported in the loaded dataset |
| Garcia Hamilton | INTEREST | $274,102 | not reported in the loaded dataset |
| Systematica | PARTY-IN INTEREST | $271,233 | not reported in the loaded dataset |
| Earnest Partners | PARTY-IN-INTEREST | $268,380 | not reported in the loaded dataset |
| Portfolio Advisors | PARTY-IN-INTEREST | $258,400 | $0 |
| Bloomberg | PARTY-IN INTEREST | $257,939 | not reported in the loaded dataset |
| Paul Hastings | PARTY-IN-INTEREST | $223,631 | not reported in the loaded dataset |
| Covington & Burling Llp | NONE | $205,716 | not reported in the loaded dataset |
| Msci | PARTY-IN-INTEREST | $169,174 | not reported in the loaded dataset |
| Mercer Investment Consulting Inc. | PARTY-IN-INTEREST | $137,237 | not reported in the loaded dataset |
| Ssga | PARTY-IN INTEREST | $127,030 | $0 |
| Tamale | PARTY-IN-INTEREST | $124,700 | not reported in the loaded dataset |
| Jones Day Reavis & Pogue | PARTY-IN INTEREST | $102,377 | not reported in the loaded dataset |
| Aon Consulting | PARTY-IN INTEREST | $100,232 | not reported in the loaded dataset |
| Legal & General Inv. Mgmt. America | PARTY-IN-INTEREST | $86,562 | not reported in the loaded dataset |
| Income Research | PARTY-IN INTEREST | $72,377 | not reported in the loaded dataset |
| Ninety One North America Inc. | NONE | $64,419 | not reported in the loaded dataset |
| Evestment Alliance LLC | PARTY-IN-INTERST | $64,377 | not reported in the loaded dataset |
| First Quadrant | PARTY-IN-INTEREST | $58,767 | not reported in the loaded dataset |
| Wellington Trust | PARTY-IN INTEREST | $52,783 | not reported in the loaded dataset |
| Mccarthy Burgess & Wolff | PARTY-IN-INTEREST | $46,814 | not reported in the loaded dataset |
| Ropes & Gray Llp | PARTY-IN INTEREST | $36,207 | not reported in the loaded dataset |
| Ivins, Phillips And Barker | PARTY-IN-INTEREST | $33,534 | not reported in the loaded dataset |
| Kirkland & Ellis | PARTY-IN INTEREST | $26,133 | not reported in the loaded dataset |
| Goodwin Procter Llp | PARTY-IN INTEREST | $25,466 | not reported in the loaded dataset |
| Institutional Shareholder Services | PARTY-IN-INTEREST | $24,222 | not reported in the loaded dataset |
| Simpson Thacher & Bartlett Llp | PARTY-IN INTEREST | $21,500 | not reported in the loaded dataset |
| Doubleline Capital | PARTY-IN INTEREST | $18,632 | not reported in the loaded dataset |
| Aca Advisors Iii, LLC | PARTY-IN-INTEREST | $0 | $17,795 |
| Latham & Watkins | PARTY-IN INTEREST | $17,500 | not reported in the loaded dataset |
| Russell Investment Group | PARTY-IN INTEREST | $16,110 | not reported in the loaded dataset |
| Debeviose & Plimpton, Llp | PARTY-IN INTEREST | $12,664 | not reported in the loaded dataset |
| Cleary Gottlieb Steen & Hamilton Ll | PARTY-IN INTEREST | $12,012 | not reported in the loaded dataset |
| Warburg Pincus | PARTY-IN INTEREST | $9,917 | $0 |
| Apax Partners | PARTY-IN INTEREST | $8,976 | $0 |
| Maples Group | PARTY-IN-INTEREST | $7,395 | not reported in the loaded dataset |
| Iron Mountain | PARTY-IN INTEREST | $7,333 | not reported in the loaded dataset |
| Fried Frank Shriver & Jacobson Ptn. | PARTY-IN INTEREST | $6,500 | not reported in the loaded dataset |
| Weil, Gotshal & Manges Llp | PARTY-IN INTEREST | $5,850 | not reported in the loaded dataset |
| Gibson Dunn & Crutcher Llp | PARTY-IN INTEREST | $5,000 | not reported in the loaded dataset |