Pension Plan Of Locals 794 & 819, I.A.T.S.E. — Form 5500 plan (Fox Corporation)
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, Pension Plan Of Locals 794 & 819, I.A.T.S.E. is a benefit plan reported by Fox Corporation under EIN 83-1825597 and plan number 003. The latest loaded filing year is 2023. The filing reports 385 participants and $79,056,225 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fox Corporation
- EIN
- 83-1825597
- Plan number
- 003
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 385
- End-of-year plan assets
- $79,056,225
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 385 | H, C | 20240913150725NAL0016464128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,056,225
- Total liabilities (EOY)
- $15,880
- Net assets (EOY)
- $79,040,345
- Net assets (BOY)
- $76,420,580
Income & contributions
- Total contributions
- $0
- Total income / additions
- $6,936,148
Expenses & distributions
- Benefits paid
- $4,115,771
- Administrative expenses
- $200,612
- Total expenses
- $4,316,383
- Net increase / (decrease)
- $2,619,765
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ernst & Young Llp | NONE | $50,750 | not reported in the loaded dataset | 2023 |
| Mercer Human Resource Consulting | NONE | $34,785 | not reported in the loaded dataset | 2023 |
| Spivak Lipton | NONE | $24,750 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank, Na | NONE | $21,298 | not reported in the loaded dataset | 2023 |
| Administrative Services Only | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | NONE | $11,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fox Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Ernst & Young Llp — Schedule C compensation
- Mercer Human Resource Consulting — Schedule C compensation
- Spivak Lipton — Schedule C compensation
- Jp Morgan Chase Bank, Na — Schedule C compensation
- Administrative Services Only — Schedule C compensation
- Moss Adams Llp — Schedule C compensation