Sony Music Entertainment Pension Plan — Form 5500 plan (Sony Music Holdings Inc.)

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, Sony Music Entertainment Pension Plan is a benefit plan reported by Sony Music Holdings Inc. under EIN 13-3431958 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,612 participants and $441,941 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sony Music Holdings Inc.
EIN
13-3431958
Plan number
005
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
1,612
End-of-year plan assets
$441,941

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,612H, C20241010115824NAL0009966755001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$441,941
Total liabilities (EOY)
$245,152
Net assets (EOY)
$196,789
Net assets (BOY)
$114,044,842

Income & contributions

Employer contributions
$2,400,000
Participant contributions
$0
Total contributions
$2,400,000
Total income / additions
-$577,738

Expenses & distributions

Benefits paid
$112,554,640
Administrative expenses
$715,675
Total expenses
$113,270,315
Net increase / (decrease)
-$113,848,053

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers Watson Us LLCNONE$1,437,972not reported in the loaded dataset2023
Nisa Investment Advisors LLCNONE$163,043not reported in the loaded dataset2023
Northern Trust CompanyNONE$84,022$02023
Mercer Investment CompanyNONE$62,500not reported in the loaded dataset2023
Crowe LlpNONE$39,901not reported in the loaded dataset2023
River And Mercantile LLCNONE$16,000not reported in the loaded dataset2023
Blackrock Institutional Trust Co.NONE$11,113not reported in the loaded dataset2023

Related Form 5500 pages