2023 Form 5500 filing — Cox Enterprises, Inc. 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 20241011064734NAL0012231955001) for Cox Enterprises, Inc. Pension Plan, reported by Cox Enterprises, Inc. under EIN 58-1035149 and plan number 001. It reports 56,234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011064734NAL0012231955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cox Enterprises, Inc.
- EIN
- 58-1035149
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 56,234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,396,009,274
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,396,009,274
- Employer contributions
- $75,010,000
- Total income / additions
- $611,486,076
- Benefits paid
- $213,008,145
- Administrative expenses
- $69,295,551
- Total expenses
- $282,303,696
- Net increase / (decrease)
- $329,182,380
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Acadian Asset Management, LLC | NONE | $2,487,496 | not reported in the loaded dataset |
| Arrowstreet Capital, Limited Partne | NONE | $1,766,992 | not reported in the loaded dataset |
| Wells Capital Management | NONE | $1,508,261 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | NONE | $989,673 | not reported in the loaded dataset |
| Baillie Gifford Overseas Ltd | NONE | $962,993 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $762,482 | $0 |
| Wellington Trust | NONE | $740,881 | not reported in the loaded dataset |
| Invesco Advisors, Inc | NONE | $705,862 | not reported in the loaded dataset |
| Mercer Investments LLC | NONE | $564,684 | not reported in the loaded dataset |
| Prudential Trust Co. | NONE | $520,254 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, National Assoc | NONE | $438,255 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $430,333 | not reported in the loaded dataset |
| Sweetwater Investment Management Ll | NONE | $0 | $334,289 |
| Martingale Asset Management | NONE | $309,708 | not reported in the loaded dataset |
| Pricewaterhousecoopers, Llp | NONE | $265,359 | not reported in the loaded dataset |
| Wellspring Capital Management LLC | NONE | $247,295 | not reported in the loaded dataset |
| Bdt Capital Partners, LLC | NONE | $0 | $193,094 |
| Atlanta Capital Mgmt LLC | NONE | $139,643 | not reported in the loaded dataset |
| Deloitte & Touche Llp | NONE | $103,918 | not reported in the loaded dataset |
| Timessquare Capital Management | NONE | $102,150 | $0 |
| Bny Mellon | NONE | $95,360 | $0 |
| Bay Hills Capital Management, LLC | NONE | $87,500 | not reported in the loaded dataset |
| Nephila Capital Ltd. | NONE | $40,856 | not reported in the loaded dataset |
| Trust Company Of The West | NONE | $15,712 | not reported in the loaded dataset |
| Metlife Investment Management | NONE | $9,408 | not reported in the loaded dataset |
| Anos Capital LLC | NONE | $0 | $6,052 |