2023 Form 5500 filing — Factory Mutual Insurance Company 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 20241008143857NAL0009786691001) for Factory Mutual Insurance Company Pension Plan, reported by Factory Mutual Insurance Company under EIN 05-0316605 and plan number 001. It reports 8,687 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008143857NAL0009786691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Factory Mutual Insurance Company
- EIN
- 05-0316605
- Plan number
- 001
- Location
- Johnston, RI
- Participants
- 8,687
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,905,288,129
- Total liabilities (EOY)
- $48,746,842
- Net assets (EOY)
- $2,856,541,287
- Total income / additions
- $344,232,997
- Benefits paid
- $104,777,352
- Administrative expenses
- $12,310,837
- Total expenses
- $117,088,189
- Net increase / (decrease)
- $227,144,808
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Management Company Llp | NONE | $1,169,353 | not reported in the loaded dataset |
| Carlyle Asset Management LLC | NONE | $972,829 | not reported in the loaded dataset |
| Arrowstreet Capital L.P. | NONE | $932,386 | not reported in the loaded dataset |
| Brookfield Asset Management | NONE | $849,755 | not reported in the loaded dataset |
| Apollo Capital Management L.P. | NONE | $773,187 | not reported in the loaded dataset |
| Jennison Associates LLC | NONE | $570,173 | not reported in the loaded dataset |
| Audax Management Co. LLC | NONE | $518,386 | not reported in the loaded dataset |
| Rockport Investment Partners | NONE | $500,633 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $483,884 | not reported in the loaded dataset |
| Blackstone Inc. | NONE | $422,104 | not reported in the loaded dataset |
| Jp Morgan Asset Management | NONE | $385,369 | $0 |
| Fiduciary Asset Management LLC | NONE | $380,807 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | NONE | $361,759 | not reported in the loaded dataset |
| Jp Morgan Chase Bank | NONE | $360,083 | $0 |
| Kkr & Co. Inc. | NONE | $317,185 | not reported in the loaded dataset |
| Wtw | NONE | $281,113 | not reported in the loaded dataset |
| Thoma Bravo, L.P. | NONE | $270,319 | not reported in the loaded dataset |
| Goldman Sachs Asset Management, L.P | NONE | $261,068 | not reported in the loaded dataset |
| Berkshire Partners | NONE | $255,396 | not reported in the loaded dataset |
| Pacific Investment Management Compa | NONE | $253,525 | not reported in the loaded dataset |
| Conduent, Inc. | NONE | $226,257 | not reported in the loaded dataset |
| General Catalyst Group Management L | NONE | $174,514 | not reported in the loaded dataset |
| Bc Partners LLC | NONE | $173,457 | not reported in the loaded dataset |
| Tiger Global Management, LLC | NONE | $143,750 | not reported in the loaded dataset |
| Pinebridge Investments | NONE | $112,958 | not reported in the loaded dataset |
| Great Hill Partners L.P. | NONE | $105,621 | not reported in the loaded dataset |
| Pgim | NONE | $86,155 | not reported in the loaded dataset |
| Groom Law | NONE | $61,337 | not reported in the loaded dataset |
| Angelo, Gordan & Co. L.P. | NONE | $36,532 | not reported in the loaded dataset |
| Blackrock Financial Management Inc | NONE | $19,291 | not reported in the loaded dataset |
| Morgan Stanley & Co, LLC | NONE | $17,704 | not reported in the loaded dataset |