Fox Master Trust — 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, Fox Master Trust is a benefit plan reported by Fox Corporation under EIN 83-2290306 and plan number 003. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $888,018,356 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fox Corporation
- EIN
- 83-2290306
- Plan number
- 003
- Plan type
- 4
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $888,018,356
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240913150154NAL0020015650001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $888,018,356
- Total liabilities (EOY)
- $282,463
- Net assets (EOY)
- $887,735,893
- Net assets (BOY)
- $795,767,156
Income & contributions
- Total contributions
- $0
- Total income / additions
- $111,002,296
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,358,689
- Total expenses
- $1,358,689
- Net increase / (decrease)
- $109,643,607
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Trust | NONE | $317,673 | $0 | 2023 |
| Covington & Burling Llp | NONE | $278,455 | not reported in the loaded dataset | 2023 |
| Grantham, Mayo, Van Otterloo | NONE | $246,161 | $0 | 2023 |
| Jp Morgan Chase Bank, Na | NONE | $180,956 | $0 | 2023 |
| Prudential Trust Company | NONE | $115,571 | $0 | 2023 |
| Cambiar Investors LLC | NONE | $104,644 | $0 | 2023 |
| Newton Investment Management | NONE | $62,343 | $0 | 2023 |
| Blackrock Institutional Trust Co | NONE | $45,136 | $0 | 2023 |
| Ernst & Young Llp | NONE | $7,750 | 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
- Wellington Trust — Schedule C compensation
- Covington & Burling Llp — Schedule C compensation
- Grantham, Mayo, Van Otterloo — Schedule C compensation
- Jp Morgan Chase Bank, Na — Schedule C compensation
- Prudential Trust Company — Schedule C compensation
- Cambiar Investors LLC — Schedule C compensation
- Newton Investment Management — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation