2023 Form 5500 filing — Unisys 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 20241010134931NAL0011526995001) for Unisys Master Trust, reported by Unisys Corporation under EIN 38-6043470 and plan number 023. 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
- 20241010134931NAL0011526995001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Unisys Corporation
- EIN
- 38-6043470
- Plan number
- 023
- Location
- Blue Bell, PA
- 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)
- $1,940,037,023
- Total liabilities (EOY)
- $122,159,935
- Net assets (EOY)
- $1,817,877,088
- Total income / additions
- $196,214,297
- Benefits paid
- $0
- Administrative expenses
- $11,761,990
- Total expenses
- $11,761,990
- Net increase / (decrease)
- $184,452,307
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bridgewater Associates Inc | NONE | $3,799,099 | $0 |
| Walter Scott & Partners Limited | NONE | $916,760 | not reported in the loaded dataset |
| Causeway Capital Management LLC | NONE | $806,007 | not reported in the loaded dataset |
| Lgima | NONE | $706,837 | not reported in the loaded dataset |
| Eagle Point Credit Management LLC | NONE | $663,429 | not reported in the loaded dataset |
| Primecap Management Company | NONE | $567,394 | not reported in the loaded dataset |
| Fiam | NONE | $520,423 | not reported in the loaded dataset |
| J.P. Morgan Investement Mgmt Inc. | NONE | $517,155 | not reported in the loaded dataset |
| Rocaton Investment Advisors, LLC | NONE | $442,127 | not reported in the loaded dataset |
| Western Asset Management Company | NONE | $437,633 | not reported in the loaded dataset |
| Blackrock Inst Trust Co. | NONE | $401,039 | not reported in the loaded dataset |
| Centersquare | NONE | $400,749 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $357,736 | $0 |
| The Bank Of New York Mellon | TRUSTEE | $293,801 | $0 |
| Doubleline Capital Lp | NONE | $244,675 | not reported in the loaded dataset |
| Insight Investment | NONE | $79,299 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | NONE | $63,949 | not reported in the loaded dataset |
| Bloomberg L.P. | NONE | $29,765 | not reported in the loaded dataset |
| Independent Insurance Analysts LLC | NONE | $7,500 | not reported in the loaded dataset |