2023 Form 5500 filing — Pitney Bowes Inc. 401(K) 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 20241011124637NAL0010924211001) for Pitney Bowes Inc. 401(K) Plan, reported by Pitney Bowes Inc. under EIN 06-0495050 and plan number 006. It reports 14,808 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011124637NAL0010924211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pitney Bowes Inc.
- EIN
- 06-0495050
- Plan number
- 006
- Location
- Stamford, CT
- Participants
- 14,808
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,675,905,225
- Total liabilities (EOY)
- $94,252
- Net assets (EOY)
- $1,675,810,973
- Employer contributions
- $27,851,735
- Participant contributions
- $51,032,009
- Total income / additions
- $341,033,116
- Benefits paid
- $196,886,117
- Administrative expenses
- $1,276,454
- Total expenses
- $198,210,383
- Net increase / (decrease)
- $142,822,733
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $545,867 | $18 |
| Nepc, LLC | NONE | $137,784 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $35,575 | $0 |
| Bdg-Cpas | NONE | $30,050 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius Llp | NONE | $8,342 | not reported in the loaded dataset |