2023 Form 5500 filing — The Boeing Company Employee Savings Plans Master Trust Investment Account
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 20241003154304NAL0021071874001) for The Boeing Company Employee Savings Plans Master Trust Investment Account, reported by The Boeing Co. And Consolidated Subsidiaries under EIN 91-0425694 and plan number 092. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003154304NAL0021071874001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- The Boeing Co. And Consolidated Subsidiaries
- EIN
- 91-0425694
- Plan number
- 092
- Location
- Seattle, WA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,513,061,650
- Total liabilities (EOY)
- $126,237,250
- Net assets (EOY)
- $71,386,824,400
- Total income / additions
- $10,946,357,523
- Benefits paid
- $0
- Administrative expenses
- $96,474,845
- Total expenses
- $96,474,845
- Net increase / (decrease)
- $10,849,882,678
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edelman Financial Engines, LLC | SERVICE PROVIDER | $21,084,450 | not reported in the loaded dataset |
| Wellington Trust | SERVICE PROVIDER | $5,740,843 | not reported in the loaded dataset |
| Mfs Institutional Advisors, Inc. | SERVICE PROVIDER | $4,173,159 | $0 |
| Pacific Investment Mgmt Co LLC | SERVICE PROVIDER | $4,085,594 | $0 |
| Jp Morgan Investment Management Inc | SERVICE PROVIDER | $3,612,707 | not reported in the loaded dataset |
| The Northern Trust Company | TRUSTEE | $2,598,117 | $0 |
| Pgim, Inc. | SERVICE PROVIDER | $2,249,275 | not reported in the loaded dataset |
| The Boeing Company | PLAN SPONSOR | $1,829,651 | not reported in the loaded dataset |
| Acadian Asset Management | SERVICE PROVIDER | $1,774,448 | not reported in the loaded dataset |
| Jennison Associates LLC | SERVICE PROVIDER | $1,693,426 | $0 |
| Blackrock Financial Management, Inc | SERVICE PROVIDER | $1,635,990 | not reported in the loaded dataset |
| Fidelity Inv Instl Op Co LLC | RECORD KEEPER | $1,630,047 | $0 |
| Cooke & Bieler, Lp | SERVICE PROVIDER | $1,463,643 | $0 |
| Wellington Management | SERVICE PROVIDER | $1,411,302 | $0 |
| Western Asset Management Company | SERVICE PROVIDER | $1,342,634 | not reported in the loaded dataset |
| Newport Trust Company LLC | SERVICE PROVIDER | $1,339,313 | not reported in the loaded dataset |
| Jacobs Levy Equity Management, Inc. | SERVICE PROVIDER | $1,308,127 | not reported in the loaded dataset |
| Numeric Investors LLC | SERVICE PROVIDER | $1,298,354 | $0 |
| William Blair Investment Mgmt, LLC | SERVICE PROVIDER | $1,241,411 | $0 |
| Deprince Race & Zollo, Inc. | SERVICE PROVIDER | $1,225,976 | $0 |
| Hotchkis And Wiley Capital Mgmt LLC | SERVICE PROVIDER | $1,155,541 | $0 |
| Blackrock Inst'L Trust Company, Na | SERVICE PROVIDER | $1,128,715 | not reported in the loaded dataset |
| Timessquare Capital Management | SERVICE PROVIDER | $1,064,224 | $0 |
| Goldman Sachs Asset Management, Lp | SERVICE PROVIDER | $1,053,344 | $0 |
| Blackrock Financial Management, Inc | SERVICE PROVIDER | $1,019,175 | not reported in the loaded dataset |
| Ranger Investment Management, L.P. | SERVICE PROVIDER | $959,601 | not reported in the loaded dataset |
| Voya Investment Management Co LLC | SERVICE PROVIDER | $874,149 | $0 |
| Willis Towers Watson Us LLC | SERVICE PROVIDER | $756,177 | not reported in the loaded dataset |
| Northern Trust Corporation | SERVICE PROVIDER | $753,980 | $0 |
| Johcm (Usa) Inc. | SERVICE PROVIDER | $602,279 | not reported in the loaded dataset |
| Advisory Research, Inc. | SERVICE PROVIDER | $571,854 | $0 |
| Foley & Lardner Llp | SERVICE PROVIDER | $310,293 | not reported in the loaded dataset |
| Deloitte & Touche Llp | AUDITOR | $287,000 | not reported in the loaded dataset |
| Blackrock Financial Management, Inc | SERVICE PROVIDER | $283,550 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | SERVICE PROVIDER | $226,771 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | SERVICE PROVIDER | $207,269 | not reported in the loaded dataset |
| Russell Investments Capital, LLC | SERVICE PROVIDER | $138,628 | not reported in the loaded dataset |
| Morningstar, Inc. | SERVICE PROVIDER | $116,300 | not reported in the loaded dataset |
| Conduent Hr Services, LLC | SERVICE PROVIDER | $40,036 | not reported in the loaded dataset |
| Cem Benchmarking, Inc. | SERVICE PROVIDER | $33,000 | not reported in the loaded dataset |
| Evestment Alliance, LLC | SERVICE PROVIDER | $30,125 | not reported in the loaded dataset |
| Hueler Investment Services, Inc. | SERVICE PROVIDER | $25,000 | $0 |
| State Street Bank And Trust | SERVICE PROVIDER | $20,114 | not reported in the loaded dataset |
| Fx Transparency, LLC | SERVICE PROVIDER | $20,000 | not reported in the loaded dataset |
| Financial Recovery Technologies LLC | SERVICE PROVIDER | $17,100 | not reported in the loaded dataset |
| Ernst & Young U.S., Llp | SERVICE PROVIDER | $14,769 | not reported in the loaded dataset |
| Myra R. Drucker | EBIC ADVISOR | $14,169 | not reported in the loaded dataset |
| Pacific Resources Benefits Advisors | SERVICE PROVIDER | $14,100 | not reported in the loaded dataset |
| Robert J Manilla | EBIC ADVISOR | $11,366 | not reported in the loaded dataset |
| Msci Inc | SERVICE PROVIDER | $6,782 | not reported in the loaded dataset |