2023 Form 5500 filing — Union Carbide Employees' 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 20241003162454NAL0010168721001) for Union Carbide Employees' Pension Plan, reported by Union Carbide Corporation C/O The Dow Chemical Company under EIN 13-1421730 and plan number 001. It reports 35,127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003162454NAL0010168721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Union Carbide Corporation C/O The Dow Chemical Company
- EIN
- 13-1421730
- Plan number
- 001
- Location
- Midland, MI
- Participants
- 35,127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,368,721,867
- Total liabilities (EOY)
- $52,481,504
- Net assets (EOY)
- $2,316,240,363
- Total income / additions
- $152,866,427
- Benefits paid
- $440,105,433
- Administrative expenses
- $18,121,697
- Total expenses
- $458,227,130
- Net increase / (decrease)
- -$305,360,703
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | NONE KNOWN | $2,999,951 | not reported in the loaded dataset |
| The Northern Trust Company | CUSTODIAN | $1,445,580 | $0 |
| Prudential Insurance Co. | NONE KNOWN | $1,402,128 | not reported in the loaded dataset |
| Western Asset Management Company | NONE KNOWN | $425,710 | not reported in the loaded dataset |
| Jennison Associates LLC | NONE KNOWN | $415,590 | $0 |
| Covington & Burling, Llp | NONE KNOWN | $389,118 | not reported in the loaded dataset |
| Neuberger Berman Investment Adviser | NONE KNOWN | $334,757 | $0 |
| Nisa Investment Advisors LLC | NONE KNOWN | $200,108 | not reported in the loaded dataset |
| The Dow Chemical Company | PLAN ADMINISTRATOR | $190,234 | not reported in the loaded dataset |
| Insight North America LLC | NONE KNOWN | $149,090 | not reported in the loaded dataset |
| Calypso Technology, Inc | NONE KNOWN | $139,548 | $0 |
| J.P. Morgan Investment Management | NONE KNOWN | $80,608 | not reported in the loaded dataset |
| Bdo Usa, P.C. | ACCOUNTANT | $77,827 | not reported in the loaded dataset |
| Bloomberg Finance L.P. | NONE KNOWN | $63,948 | not reported in the loaded dataset |
| Alphaengine Global Investment | NONE KNOWN | $50,000 | not reported in the loaded dataset |
| Burgiss Group LLC | NONE KNOWN | $48,914 | not reported in the loaded dataset |
| Goldman Sachs Asset Management Lp | NONE KNOWN | $37,917 | $0 |
| Blackrock Institutional Trust Co | NONE KNOWN | $34,168 | not reported in the loaded dataset |
| The Berwyn Group | NONE KNOWN | $19,514 | not reported in the loaded dataset |
| State Street Global Advisors | NONE KNOWN | $13,500 | $0 |
| Evestment Alliance | NONE KNOWN | $12,608 | not reported in the loaded dataset |
| Graphic Sciences, Inc | NONE KNOWN | $10,799 | not reported in the loaded dataset |
| Tradeweb LLC | NONE KNOWN | $10,100 | not reported in the loaded dataset |
| T Rowe Price Associates Inc. | NONE KNOWN | $7,516 | not reported in the loaded dataset |