The Bank Of New York Mellon Corporation Pension Plan — Form 5500 plan (The Bank Of New York Mellon)
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, The Bank Of New York Mellon Corporation Pension Plan is a benefit plan reported by The Bank Of New York Mellon under EIN 13-5160382 and plan number 001. The latest loaded filing year is 2023. The filing reports 56,174 participants and $5,257,223,708 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Bank Of New York Mellon
- EIN
- 13-5160382
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 56,174
- End-of-year plan assets
- $5,257,223,708
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 56,174 | H, C | 20241009133435NAL0018437841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,257,223,708
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,257,223,708
- Net assets (BOY)
- $4,968,344,232
Income & contributions
- Total contributions
- $0
- Total income / additions
- $528,933,467
Expenses & distributions
- Benefits paid
- $233,643,304
- Administrative expenses
- $20,428,543
- Total expenses
- $254,071,847
- Net increase / (decrease)
- $274,861,620
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Buck Global, LLC | NONE | $3,185,668 | not reported in the loaded dataset | 2023 |
| Champlain Investment Partners | NONE | $1,480,385 | not reported in the loaded dataset | 2023 |
| River Road Asset Management | NONE | $1,133,647 | not reported in the loaded dataset | 2023 |
| Times Square Capital Mgmt | NONE | $798,871 | not reported in the loaded dataset | 2023 |
| Pgim, Inc. | NONE | $688,045 | not reported in the loaded dataset | 2023 |
| Fiera Capital | NONE | $678,533 | not reported in the loaded dataset | 2023 |
| Earnest Partners LLC | NONE | $666,148 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company, Lp | NONE | $662,008 | not reported in the loaded dataset | 2023 |
| Harding Loevner, Lp | NONE | $639,657 | not reported in the loaded dataset | 2023 |
| Genesis Investment Management | NONE | $634,381 | not reported in the loaded dataset | 2023 |
| Metlife Investment Management | NONE | $615,210 | not reported in the loaded dataset | 2023 |
| Western Asset Management Inc | NONE | $597,673 | not reported in the loaded dataset | 2023 |
| Legg Mason, Inc. | NONE | $592,371 | not reported in the loaded dataset | 2023 |
| Wellington Group Holdings Llp | NONE | $592,065 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $558,405 | not reported in the loaded dataset | 2023 |
| Baillie Gifford Int'L LLC | NONE | $544,617 | not reported in the loaded dataset | 2023 |
| Templeton Investment Counsel LLC | NONE | $475,474 | not reported in the loaded dataset | 2023 |
| Axa Equitable Life Ins Co | NONE | $192,842 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | NONE | $78,568 | not reported in the loaded dataset | 2023 |
| Russell Investments Us | NONE | $54,551 | not reported in the loaded dataset | 2023 |
| Reed Smith Llp | NONE | $1,127 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Bank Of New York Mellon
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Buck Global, LLC — Schedule C compensation
- Champlain Investment Partners — Schedule C compensation
- River Road Asset Management — Schedule C compensation
- Times Square Capital Mgmt — Schedule C compensation
- Pgim, Inc. — Schedule C compensation
- Fiera Capital — Schedule C compensation
- Earnest Partners LLC — Schedule C compensation
- Loomis Sayles & Company, Lp — Schedule C compensation
- Harding Loevner, Lp — Schedule C compensation
- Genesis Investment Management — Schedule C compensation
- Metlife Investment Management — Schedule C compensation
- Western Asset Management Inc — Schedule C compensation
- Legg Mason, Inc. — Schedule C compensation
- Wellington Group Holdings Llp — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Baillie Gifford Int'L LLC — Schedule C compensation
- Templeton Investment Counsel LLC — Schedule C compensation
- Axa Equitable Life Ins Co — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Russell Investments Us — Schedule C compensation
- Reed Smith Llp — Schedule C compensation