2023 Form 5500 filing — Liberty Media 401k Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240430141430NAL0007707651001) for Liberty Media 401k Savings Plan, reported by Liberty Media Corporation under EIN 37-1699499 and plan number 001. It reports 1,014 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240430141430NAL0007707651001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Liberty Media Corporation
- EIN
- 37-1699499
- Plan number
- 001
- Location
- Englewood, CO
- Participants
- 1,014
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,931,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,931,057
- Employer contributions
- $4,245,623
- Participant contributions
- $6,041,779
- Total income / additions
- $29,408,485
- Benefits paid
- $8,735,559
- Administrative expenses
- $239,965
- Total expenses
- $8,975,524
- Net increase / (decrease)
- $20,432,961
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $133,066 | $0 |
| Cook Street Consulting | INVESTMENT ADVISORY | $40,000 | not reported in the loaded dataset |
| Bdo Usa, P.C. | ACCOUNTANT | $33,300 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $23,896 | not reported in the loaded dataset |
| Sherman & Howard | LEGAL | $9,703 | not reported in the loaded dataset |