Factory Mutual Insurance Company Pension Plan — Form 5500 plan (Factory Mutual Insurance Company)
Plain-English plan 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, Factory Mutual Insurance Company Pension Plan is a benefit plan reported by Factory Mutual Insurance Company under EIN 05-0316605 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,687 participants and $2,905,288,129 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Factory Mutual Insurance Company
- EIN
- 05-0316605
- Plan number
- 001
- Plan type
- 2
- Location
- Johnston, RI
- Latest filing year
- 2023
- Participants
- 8,687
- End-of-year plan assets
- $2,905,288,129
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,687 | H, C | 20241008143857NAL0009786691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,905,288,129
- Total liabilities (EOY)
- $48,746,842
- Net assets (EOY)
- $2,856,541,287
- Net assets (BOY)
- $2,629,396,479
Income & contributions
- Total contributions
- $0
- Total income / additions
- $344,232,997
Expenses & distributions
- Benefits paid
- $104,777,352
- Administrative expenses
- $12,310,837
- Total expenses
- $117,088,189
- Net increase / (decrease)
- $227,144,808
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Management Company Llp | NONE | $1,169,353 | not reported in the loaded dataset | 2023 |
| Carlyle Asset Management LLC | NONE | $972,829 | not reported in the loaded dataset | 2023 |
| Arrowstreet Capital L.P. | NONE | $932,386 | not reported in the loaded dataset | 2023 |
| Brookfield Asset Management | NONE | $849,755 | not reported in the loaded dataset | 2023 |
| Apollo Capital Management L.P. | NONE | $773,187 | not reported in the loaded dataset | 2023 |
| Jennison Associates LLC | NONE | $570,173 | not reported in the loaded dataset | 2023 |
| Audax Management Co. LLC | NONE | $518,386 | not reported in the loaded dataset | 2023 |
| Rockport Investment Partners | NONE | $500,633 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $483,884 | not reported in the loaded dataset | 2023 |
| Blackstone Inc. | NONE | $422,104 | not reported in the loaded dataset | 2023 |
| Jp Morgan Asset Management | NONE | $385,369 | $0 | 2023 |
| Fiduciary Asset Management LLC | NONE | $380,807 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | NONE | $361,759 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank | NONE | $360,083 | $0 | 2023 |
| Kkr & Co. Inc. | NONE | $317,185 | not reported in the loaded dataset | 2023 |
| Wtw | NONE | $281,113 | not reported in the loaded dataset | 2023 |
| Thoma Bravo, L.P. | NONE | $270,319 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Asset Management, L.P | NONE | $261,068 | not reported in the loaded dataset | 2023 |
| Berkshire Partners | NONE | $255,396 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Compa | NONE | $253,525 | not reported in the loaded dataset | 2023 |
| Conduent, Inc. | NONE | $226,257 | not reported in the loaded dataset | 2023 |
| General Catalyst Group Management L | NONE | $174,514 | not reported in the loaded dataset | 2023 |
| Bc Partners LLC | NONE | $173,457 | not reported in the loaded dataset | 2023 |
| Tiger Global Management, LLC | NONE | $143,750 | not reported in the loaded dataset | 2023 |
| Pinebridge Investments | NONE | $112,958 | not reported in the loaded dataset | 2023 |
| Great Hill Partners L.P. | NONE | $105,621 | not reported in the loaded dataset | 2023 |
| Pgim | NONE | $86,155 | not reported in the loaded dataset | 2023 |
| Groom Law | NONE | $61,337 | not reported in the loaded dataset | 2023 |
| Angelo, Gordan & Co. L.P. | NONE | $36,532 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management Inc | NONE | $19,291 | not reported in the loaded dataset | 2023 |
| Morgan Stanley & Co, LLC | NONE | $17,704 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Factory Mutual Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Johnston, RI
- Wellington Management Company Llp — Schedule C compensation
- Carlyle Asset Management LLC — Schedule C compensation
- Arrowstreet Capital L.P. — Schedule C compensation
- Brookfield Asset Management — Schedule C compensation
- Apollo Capital Management L.P. — Schedule C compensation
- Jennison Associates LLC — Schedule C compensation
- Audax Management Co. LLC — Schedule C compensation
- Rockport Investment Partners — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Blackstone Inc. — Schedule C compensation
- Jp Morgan Asset Management — Schedule C compensation
- Fiduciary Asset Management LLC — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Jp Morgan Chase Bank — Schedule C compensation
- Kkr & Co. Inc. — Schedule C compensation
- Wtw — Schedule C compensation
- Thoma Bravo, L.P. — Schedule C compensation
- Goldman Sachs Asset Management, L.P — Schedule C compensation
- Berkshire Partners — Schedule C compensation
- Pacific Investment Management Compa — Schedule C compensation
- Conduent, Inc. — Schedule C compensation
- General Catalyst Group Management L — Schedule C compensation
- Bc Partners LLC — Schedule C compensation
- Tiger Global Management, LLC — Schedule C compensation
- Pinebridge Investments — Schedule C compensation
- Great Hill Partners L.P. — Schedule C compensation
- Pgim — Schedule C compensation
- Groom Law — Schedule C compensation
- Angelo, Gordan & Co. L.P. — Schedule C compensation
- Blackrock Financial Management Inc — Schedule C compensation
- Morgan Stanley & Co, LLC — Schedule C compensation