2023 Form 5500 filing — The Bank Of New York Mellon Corporation Pension 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 20241009133435NAL0018437841001) for The Bank Of New York Mellon Corporation Pension Plan, reported by The Bank Of New York Mellon under EIN 13-5160382 and plan number 001. It reports 56,174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009133435NAL0018437841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Bank Of New York Mellon
- EIN
- 13-5160382
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 56,174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,257,223,708
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,257,223,708
- Total income / additions
- $528,933,467
- Benefits paid
- $233,643,304
- Administrative expenses
- $20,428,543
- Total expenses
- $254,071,847
- Net increase / (decrease)
- $274,861,620
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Buck Global, LLC | NONE | $3,185,668 | not reported in the loaded dataset |
| Champlain Investment Partners | NONE | $1,480,385 | not reported in the loaded dataset |
| River Road Asset Management | NONE | $1,133,647 | not reported in the loaded dataset |
| Times Square Capital Mgmt | NONE | $798,871 | not reported in the loaded dataset |
| Pgim, Inc. | NONE | $688,045 | not reported in the loaded dataset |
| Fiera Capital | NONE | $678,533 | not reported in the loaded dataset |
| Earnest Partners LLC | NONE | $666,148 | not reported in the loaded dataset |
| Loomis Sayles & Company, Lp | NONE | $662,008 | not reported in the loaded dataset |
| Harding Loevner, Lp | NONE | $639,657 | not reported in the loaded dataset |
| Genesis Investment Management | NONE | $634,381 | not reported in the loaded dataset |
| Metlife Investment Management | NONE | $615,210 | not reported in the loaded dataset |
| Western Asset Management Inc | NONE | $597,673 | not reported in the loaded dataset |
| Legg Mason, Inc. | NONE | $592,371 | not reported in the loaded dataset |
| Wellington Group Holdings Llp | NONE | $592,065 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $558,405 | not reported in the loaded dataset |
| Baillie Gifford Int'L LLC | NONE | $544,617 | not reported in the loaded dataset |
| Templeton Investment Counsel LLC | NONE | $475,474 | not reported in the loaded dataset |
| Axa Equitable Life Ins Co | NONE | $192,842 | not reported in the loaded dataset |
| Kpmg Llp | NONE | $78,568 | not reported in the loaded dataset |
| Russell Investments Us | NONE | $54,551 | not reported in the loaded dataset |
| Reed Smith Llp | NONE | $1,127 | not reported in the loaded dataset |