2023 Form 5500 filing — Pitney Bowes Long Term Disability 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 20241010154418NAL0011681683001) for Pitney Bowes Long Term Disability Plan, reported by Pitney Bowes Inc. under EIN 06-0495050 and plan number 502. It reports 7,623 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$74.2KReported net assets-$74,225
Participants7.6K7,623
Provider compensation$34.6K2 Schedule C row(s)$34,600
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010154418NAL0011681683001
Plan sponsor
Pitney Bowes Inc.
EIN
06-0495050
Plan number
502
Location
Stamford, CT
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$222K total assets
Net assets-$74.2KLiabilities$296.2K
Money in vs. money out
Total income / additions$2.3M
Total expenses$2.2M
Benefits paid / distributions$2.2M
Contributions
Employer$2M
Participant$304K
Full reported line items
Total assets (EOY)
$221,953
Total liabilities (EOY)
$296,178
Net assets (EOY)
-$74,225
Employer contributions
$2,037,917
Participant contributions
$304,030
Total income / additions
$2,345,929
Benefits paid
$2,183,326
Administrative expenses
$42,011
Total expenses
$2,225,337
Net increase / (decrease)
$120,592

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Willis Towers WatsonNONE$17,500not reported in the loaded dataset
Becher, Della Torre, Gitto & Co.NONE$17,100not reported in the loaded dataset

Related Form 5500 pages