Pitney Bowes Long Term Disability Plan — Form 5500 plan (Pitney Bowes Inc.)

Plain-English plan 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, Pitney Bowes Long Term Disability Plan is a benefit plan reported by Pitney Bowes Inc. under EIN 06-0495050 and plan number 502. The latest loaded filing year is 2023. The filing reports 7,623 participants and $221,953 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$74.2KPlan net assets, end of year-$74,225
Participants7.6KCovered participants reported7,623
Assets / participant$29Computed: assets ÷ participants$29 (computed)
Provider compensation$34.6K2 Schedule C provider row(s)$34,600
Plan sponsor
Pitney Bowes Inc.
EIN
06-0495050
Plan number
502
Plan type
2
Location
Stamford, CT
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,623H, C20241010154418NAL0011681683001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$221,953
Total liabilities (EOY)
$296,178
Net assets (EOY)
-$74,225
Net assets (BOY)
-$194,817

Income & contributions

Employer contributions
$2,037,917
Participant contributions
$304,030
Total contributions
$2,341,947
Total income / additions
$2,345,929

Expenses & distributions

Benefits paid
$2,183,326
Administrative expenses
$42,011
Total expenses
$2,225,337
Net increase / (decrease)
$120,592
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 87%Participant 13%
Benefits paid ÷ total income93%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers WatsonNONE$17,500not reported in the loaded dataset2023
Becher, Della Torre, Gitto & Co.NONE$17,100not reported in the loaded dataset2023

Related Form 5500 pages