2023 Form 5500 filing — Davis Polk Pension Plan Master Trust

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 20241015104910NAL0047441072001) for Davis Polk Pension Plan Master Trust, reported by Davis Polk & Wardwell Llp under EIN 13-5023295 and plan number 007. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015104910NAL0047441072001
Filing year
2023
Form type
4
Plan sponsor
Davis Polk & Wardwell Llp
EIN
13-5023295
Plan number
007
Location
New York, NY
Participants
not reported in the loaded dataset
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$186,857,320
Total liabilities (EOY)
$0
Net assets (EOY)
$186,857,320
Total income / additions
$17,959,406
Benefits paid
$0
Administrative expenses
$1,434,048
Total expenses
$1,434,048
Net increase / (decrease)
$16,525,358
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Jpmorgan Chase Bank, N.A.NONE$772,802$0

Related Form 5500 pages