2023 Form 5500 filing — Directv Bargained 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 20241010163539NAL0011735955001) for Directv Bargained Pension Plan, reported by Directv Entertainment Holdings LLC under EIN 86-2430702 and plan number 001. It reports 4,017 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010163539NAL0011735955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Directv Entertainment Holdings LLC
- EIN
- 86-2430702
- Plan number
- 001
- Location
- El Segundo, CA
- Participants
- 4,017
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,039,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,039,357
- Employer contributions
- $5,763,177
- Total income / additions
- $6,292,378
- Benefits paid
- $247,587
- Administrative expenses
- $753,305
- Total expenses
- $1,000,892
- Net increase / (decrease)
- $5,291,486
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Chasebank, N.A. | TRUSTEE | $250,000 | $0 |
| Aon Consulting Inc. | NONE | $41,801 | not reported in the loaded dataset |
| Forvis Mazars, Llp | NONE | $37,669 | not reported in the loaded dataset |
| Deloitte & Touche Llp | NONE | $27,000 | not reported in the loaded dataset |
| Deloitte Tax Llp | NONE | $11,140 | not reported in the loaded dataset |
| J.P. Morgan Investment Management | NONE | $0 | $61 |
| J.P. Morgan Futures, Inc. | NONE | $0 | $0 |
| J.P. Morgan Securities LLC | NONE | $0 | $0 |