2023 Form 5500 filing — The Graham Holdings Company Master Retirement Trust
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 20241007144123NAL0026439376001) for The Graham Holdings Company Master Retirement Trust, reported by Graham Holdings Company under EIN 13-6666518 and plan number 044. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007144123NAL0026439376001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Graham Holdings Company
- EIN
- 13-6666518
- Plan number
- 044
- Location
- Arlington, VA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,005,687,071
- Total liabilities (EOY)
- $1,592,346
- Net assets (EOY)
- $3,004,094,725
- Total income / additions
- $569,601,884
- Benefits paid
- $0
- Administrative expenses
- $6,121,562
- Total expenses
- $6,121,562
- Net increase / (decrease)
- $563,480,322
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ruane Cunniff And Goldfarb Inc | NONE | $4,805,995 | not reported in the loaded dataset |
| First Manhattan Co | NONE | $1,265,567 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $50,000 | not reported in the loaded dataset |