2023 Form 5500 filing — The Boeing Company Employee Retirement Plans Master 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 20241010113344NAL0011420467001) for The Boeing Company Employee Retirement Plans Master Trust, reported by The Boeing Co. And Consolidated Subsidiaries under EIN 91-0425694 and plan number 062. 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
- 20241010113344NAL0011420467001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- The Boeing Co. And Consolidated Subsidiaries
- EIN
- 91-0425694
- Plan number
- 062
- Location
- Seattle, WA
- 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)
- $48,920,579,062
- Total liabilities (EOY)
- $464,225,328
- Net assets (EOY)
- $48,456,353,734
- Total income / additions
- $3,930,431,405
- Benefits paid
- $0
- Administrative expenses
- $76,465,902
- Total expenses
- $76,465,902
- Net increase / (decrease)
- $3,853,965,503
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | TRUSTEE | $3,929,531 | $0 |
| Pacific Investment Management LLC | SERVICE PROVIDER | $3,714,719 | $0 |
| Capital International, Inc. | SERVICE PROVIDER | $3,116,875 | $0 |
| J.P. Morgan Invmt Management Inc. | SERVICE PROVIDER | $3,046,887 | not reported in the loaded dataset |
| Grantham, Mayo, Van Otterloo & Co | SERVICE PROVIDER | $2,778,693 | not reported in the loaded dataset |
| Blackrock Financial Management, Inc | SERVICE PROVIDER | $2,778,323 | not reported in the loaded dataset |
| Legal & General Invt Mngmt America | SERVICE PROVIDER | $2,585,915 | not reported in the loaded dataset |
| Marathon Asset Management Limited | SERVICE PROVIDER | $2,281,672 | not reported in the loaded dataset |
| Morgan Stanley Investment Mngmt Inc | SERVICE PROVIDER | $2,188,221 | not reported in the loaded dataset |
| Oaktree Capital Management, L.P. | SERVICE PROVIDER | $2,145,711 | $0 |
| William Blair Investment Mngmt LLC | SERVICE PROVIDER | $2,068,505 | $0 |
| Mfs Institutional Advisors, Inc. | SERVICE PROVIDER | $2,052,237 | $0 |
| Goldman Sachs Asset Management, Lp | SERVICE PROVIDER | $1,919,193 | $0 |
| Western Asset Management Co. LLC | SERVICE PROVIDER | $1,840,660 | not reported in the loaded dataset |
| Blackrock Instl Trust Company, N.A. | SERVICE PROVIDER | $1,835,213 | not reported in the loaded dataset |
| Artisan Partners Limited Partnershp | SERVICE PROVIDER | $1,769,989 | $0 |
| Wellington Management Company Lp | SERVICE PROVIDER | $1,728,434 | not reported in the loaded dataset |
| Arrowstreet Capital, Lp | SERVICE PROVIDER | $1,529,589 | not reported in the loaded dataset |
| Hotchkis And Wiley Capital Mgmt LLC | SERVICE PROVIDER | $1,526,951 | $0 |
| Baillie Gifford Overseas Ltd (Bgo) | SERVICE PROVIDER | $1,418,796 | $0 |
| Ernst & Young U.S., Llp | SERVICE PROVIDER | $1,404,579 | not reported in the loaded dataset |
| Payden & Rygel | SERVICE PROVIDER | $1,363,027 | not reported in the loaded dataset |
| Schroder Investment Management Na | SERVICE PROVIDER | $1,343,561 | not reported in the loaded dataset |
| Snyder Capital Management, L.P | SERVICE PROVIDER | $1,182,253 | $0 |
| Jennison Associates LLC | SERVICE PROVIDER | $1,163,728 | $0 |
| Principal Global Investors, LLC | SERVICE PROVIDER | $1,136,604 | not reported in the loaded dataset |
| Harris Associates L.P. | SERVICE PROVIDER | $1,120,262 | $0 |
| Next Century Growth Investors, LLC | SERVICE PROVIDER | $1,086,072 | $0 |
| Clearbridge Investments Na Pty Ltd | SERVICE PROVIDER | $962,693 | $0 |
| Nuveen Asset Management, LLC | SERVICE PROVIDER | $883,417 | $0 |
| Albourne America LLC | SERVICE PROVIDER | $723,000 | not reported in the loaded dataset |
| Longfellow Invt Management Co, LLC | SERVICE PROVIDER | $720,001 | not reported in the loaded dataset |
| Numeric Investors LLC | SERVICE PROVIDER | $699,010 | $0 |
| Hudson Advisors, L.P. | SERVICE PROVIDER | $0 | $610,490 |
| Neuberger Berman Invt Advisers LLC | SERVICE PROVIDER | $557,961 | $0 |
| Russell Investments Capital, LLC | SERVICE PROVIDER | $552,104 | not reported in the loaded dataset |
| Hood River Capital Management | SERVICE PROVIDER | $545,201 | $0 |
| Pugh Capital Management, Inc. | SERVICE PROVIDER | $542,241 | not reported in the loaded dataset |
| Ariel Investments, LLC | SERVICE PROVIDER | $532,725 | $0 |
| Parametric Portfolio Associates LLC | SERVICE PROVIDER | $481,105 | not reported in the loaded dataset |
| Paul Hastings Llp | SERVICE PROVIDER | $361,015 | not reported in the loaded dataset |
| Faegre Drinker Biddle & Reath Llp | SERVICE PROVIDER | $355,147 | not reported in the loaded dataset |
| Mariner Investment Group, LLC | SERVICE PROVIDER | $321,047 | $0 |
| Alter Domus (Us) LLC | SERVICE PROVIDER | $319,478 | not reported in the loaded dataset |
| The Burgiss Group LLC | SERVICE PROVIDER | $315,293 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius Llp | SERVICE PROVIDER | $256,884 | not reported in the loaded dataset |
| Hamilton Lane Behalf Of Shott Capit | SERVICE PROVIDER | $247,207 | not reported in the loaded dataset |
| Corecommodity Management, LLC | SERVICE PROVIDER | $217,649 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | SERVICE PROVIDER | $162,139 | not reported in the loaded dataset |
| J O Hambro Capital Management Lmtd | SERVICE PROVIDER | $141,473 | not reported in the loaded dataset |
| Newport Trust Company LLC | SERVICE PROVIDER | $132,534 | not reported in the loaded dataset |
| Bloomberg L.P. | SERVICE PROVIDER | $90,934 | not reported in the loaded dataset |
| Myra R. Drucker | EBIC ADVISOR | $51,359 | not reported in the loaded dataset |
| Ned Davis Research Inc | SERVICE PROVIDER | $47,919 | not reported in the loaded dataset |
| Robert J Manilla | EBIC ADVISOR | $41,357 | not reported in the loaded dataset |
| Evestment Alliance, LLC | SERVICE PROVIDER | $34,079 | not reported in the loaded dataset |
| Cem Benchmarking Inc. | SERVICE PROVIDER | $33,000 | not reported in the loaded dataset |
| Hogan Lovells Us Llp | SERVICE PROVIDER | $32,379 | not reported in the loaded dataset |
| Financial Recovery Technologies LLC | SERVICE PROVIDER | $20,250 | not reported in the loaded dataset |
| Fx Transparency, LLC | SERVICE PROVIDER | $20,000 | not reported in the loaded dataset |
| Baker & Mckenzie Llp | SERVICE PROVIDER | $12,083 | not reported in the loaded dataset |
| Northern Trust Corporation | SERVICE PROVIDER | $9,267 | $0 |
| Msci Inc. | SERVICE PROVIDER | $9,218 | not reported in the loaded dataset |