The Williams Companies Master Pension Trust — Form 5500 plan (The Williams Companies Master Pension Trust)
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, The Williams Companies Master Pension Trust is a benefit plan reported by The Williams Companies Master Pension Trust under EIN 47-6328202 and plan number 020. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,332,847,400 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Williams Companies Master Pension Trust
- EIN
- 47-6328202
- Plan number
- 020
- Plan type
- 4
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,332,847,400
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241011112710NAL0012423283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,332,847,400
- Total liabilities (EOY)
- $1,250,696
- Net assets (EOY)
- $1,331,596,704
- Net assets (BOY)
- $1,271,065,015
Income & contributions
- Total contributions
- $0
- Total income / additions
- $141,673,003
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,747,080
- Total expenses
- $1,747,080
- Net increase / (decrease)
- $139,925,923
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investments LLC | PARTY-IN-INTEREST | $811,510 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co. | PARTY-IN-INTEREST | $282,966 | $0 | 2023 |
| Nisa Investment Advisors LLC | PARTY-IN-INTEREST | $262,417 | not reported in the loaded dataset | 2023 |
| Metlife Investment Management, LLC | PARTY-IN-INTEREST | $141,157 | not reported in the loaded dataset | 2023 |
| Income Research & Management | PARTY-IN-INTEREST | $82,058 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management LLC | PARTY-IN-INTEREST | $75,221 | not reported in the loaded dataset | 2023 |
| Ninety One North America, Inc. | PARTY-IN-INTEREST | $60,180 | not reported in the loaded dataset | 2023 |
| State Street Global Advisorstrustco | PARTY-IN-INTEREST | $31,413 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Williams Companies Master Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Tulsa, OK
- Mercer Investments LLC — Schedule C compensation
- Prudential Trust Co. — Schedule C compensation
- Nisa Investment Advisors LLC — Schedule C compensation
- Metlife Investment Management, LLC — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Acadian Asset Management LLC — Schedule C compensation
- Ninety One North America, Inc. — Schedule C compensation
- State Street Global Advisorstrustco — Schedule C compensation