Union Carbide Employees' Pension Plan — Form 5500 plan (Union Carbide Corporation C/O The Dow Chemical Company)
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, Union Carbide Employees' Pension Plan is a benefit plan reported by Union Carbide Corporation C/O The Dow Chemical Company under EIN 13-1421730 and plan number 001. The latest loaded filing year is 2023. The filing reports 35,127 participants and $2,368,721,867 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Union Carbide Corporation C/O The Dow Chemical Company
- EIN
- 13-1421730
- Plan number
- 001
- Plan type
- 2
- Location
- Midland, MI
- Latest filing year
- 2023
- Participants
- 35,127
- End-of-year plan assets
- $2,368,721,867
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 35,127 | H, C | 20241003162454NAL0010168721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,368,721,867
- Total liabilities (EOY)
- $52,481,504
- Net assets (EOY)
- $2,316,240,363
- Net assets (BOY)
- $2,671,741,849
Income & contributions
- Total contributions
- $0
- Total income / additions
- $152,866,427
Expenses & distributions
- Benefits paid
- $440,105,433
- Administrative expenses
- $18,121,697
- Total expenses
- $458,227,130
- Net increase / (decrease)
- -$305,360,703
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | NONE KNOWN | $2,999,951 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | CUSTODIAN | $1,445,580 | $0 | 2023 |
| Prudential Insurance Co. | NONE KNOWN | $1,402,128 | not reported in the loaded dataset | 2023 |
| Western Asset Management Company | NONE KNOWN | $425,710 | not reported in the loaded dataset | 2023 |
| Jennison Associates LLC | NONE KNOWN | $415,590 | $0 | 2023 |
| Covington & Burling, Llp | NONE KNOWN | $389,118 | not reported in the loaded dataset | 2023 |
| Neuberger Berman Investment Adviser | NONE KNOWN | $334,757 | $0 | 2023 |
| Nisa Investment Advisors LLC | NONE KNOWN | $200,108 | not reported in the loaded dataset | 2023 |
| The Dow Chemical Company | PLAN ADMINISTRATOR | $190,234 | not reported in the loaded dataset | 2023 |
| Insight North America LLC | NONE KNOWN | $149,090 | not reported in the loaded dataset | 2023 |
| Calypso Technology, Inc | NONE KNOWN | $139,548 | $0 | 2023 |
| J.P. Morgan Investment Management | NONE KNOWN | $80,608 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | ACCOUNTANT | $77,827 | not reported in the loaded dataset | 2023 |
| Bloomberg Finance L.P. | NONE KNOWN | $63,948 | not reported in the loaded dataset | 2023 |
| Alphaengine Global Investment | NONE KNOWN | $50,000 | not reported in the loaded dataset | 2023 |
| Burgiss Group LLC | NONE KNOWN | $48,914 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Asset Management Lp | NONE KNOWN | $37,917 | $0 | 2023 |
| Blackrock Institutional Trust Co | NONE KNOWN | $34,168 | not reported in the loaded dataset | 2023 |
| The Berwyn Group | NONE KNOWN | $19,514 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE KNOWN | $13,500 | $0 | 2023 |
| Evestment Alliance | NONE KNOWN | $12,608 | not reported in the loaded dataset | 2023 |
| Graphic Sciences, Inc | NONE KNOWN | $10,799 | not reported in the loaded dataset | 2023 |
| Tradeweb LLC | NONE KNOWN | $10,100 | not reported in the loaded dataset | 2023 |
| T Rowe Price Associates Inc. | NONE KNOWN | $7,516 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Union Carbide Corporation C/O The Dow Chemical Company
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Midland, MI
- Willis Towers Watson — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Prudential Insurance Co. — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Jennison Associates LLC — Schedule C compensation
- Covington & Burling, Llp — Schedule C compensation
- Neuberger Berman Investment Adviser — Schedule C compensation
- Nisa Investment Advisors LLC — Schedule C compensation
- The Dow Chemical Company — Schedule C compensation
- Insight North America LLC — Schedule C compensation
- Calypso Technology, Inc — Schedule C compensation
- J.P. Morgan Investment Management — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Bloomberg Finance L.P. — Schedule C compensation
- Alphaengine Global Investment — Schedule C compensation
- Burgiss Group LLC — Schedule C compensation
- Goldman Sachs Asset Management Lp — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- The Berwyn Group — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Evestment Alliance — Schedule C compensation
- Graphic Sciences, Inc — Schedule C compensation
- Tradeweb LLC — Schedule C compensation
- T Rowe Price Associates Inc. — Schedule C compensation