The Graham Holdings Company Master Retirement Trust — Form 5500 plan (Graham Holdings 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, The Graham Holdings Company Master Retirement Trust is a benefit plan reported by Graham Holdings Company under EIN 13-6666518 and plan number 044. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $3,005,687,071 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Graham Holdings Company
- EIN
- 13-6666518
- Plan number
- 044
- Plan type
- 4
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $3,005,687,071
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241007144123NAL0026439376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,005,687,071
- Total liabilities (EOY)
- $1,592,346
- Net assets (EOY)
- $3,004,094,725
- Net assets (BOY)
- $2,526,938,514
Income & contributions
- Total contributions
- $0
- Total income / additions
- $569,601,884
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $6,121,562
- Total expenses
- $6,121,562
- Net increase / (decrease)
- $563,480,322
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ruane Cunniff And Goldfarb Inc | NONE | $4,805,995 | not reported in the loaded dataset | 2023 |
| First Manhattan Co | NONE | $1,265,567 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $50,000 | not reported in the loaded dataset | 2023 |