2023 Form 5500 filing — The Williams Companies Master Pension 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 20241011112710NAL0012423283001) for The Williams Companies Master Pension Trust, reported by The Williams Companies Master Pension Trust under EIN 47-6328202 and plan number 020. 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
- 20241011112710NAL0012423283001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- The Williams Companies Master Pension Trust
- EIN
- 47-6328202
- Plan number
- 020
- Location
- Tulsa, OK
- 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)
- $1,332,847,400
- Total liabilities (EOY)
- $1,250,696
- Net assets (EOY)
- $1,331,596,704
- Total income / additions
- $141,673,003
- Benefits paid
- $0
- Administrative expenses
- $1,747,080
- Total expenses
- $1,747,080
- Net increase / (decrease)
- $139,925,923
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments LLC | PARTY-IN-INTEREST | $811,510 | not reported in the loaded dataset |
| Prudential Trust Co. | PARTY-IN-INTEREST | $282,966 | $0 |
| Nisa Investment Advisors LLC | PARTY-IN-INTEREST | $262,417 | not reported in the loaded dataset |
| Metlife Investment Management, LLC | PARTY-IN-INTEREST | $141,157 | not reported in the loaded dataset |
| Income Research & Management | PARTY-IN-INTEREST | $82,058 | not reported in the loaded dataset |
| Acadian Asset Management LLC | PARTY-IN-INTEREST | $75,221 | not reported in the loaded dataset |
| Ninety One North America, Inc. | PARTY-IN-INTEREST | $60,180 | not reported in the loaded dataset |
| State Street Global Advisorstrustco | PARTY-IN-INTEREST | $31,413 | $0 |