Liberty Media 401k Savings Plan — Form 5500 plan (Liberty Media Corporation)
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, Liberty Media 401k Savings Plan is a benefit plan reported by Liberty Media Corporation under EIN 37-1699499 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,014 participants and $94,931,057 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Liberty Media Corporation
- EIN
- 37-1699499
- Plan number
- 001
- Plan type
- 3
- Location
- Englewood, CO
- Latest filing year
- 2023
- Participants
- 1,014
- End-of-year plan assets
- $94,931,057
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,014 | H, C | 20240430141430NAL0007707651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,931,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,931,057
- Net assets (BOY)
- $136,116,000
Income & contributions
- Employer contributions
- $4,245,623
- Participant contributions
- $6,041,779
- Total contributions
- $10,815,455
- Total income / additions
- $29,408,485
Expenses & distributions
- Benefits paid
- $8,735,559
- Administrative expenses
- $239,965
- Total expenses
- $8,975,524
- Net increase / (decrease)
- $20,432,961
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $133,066 | $0 | 2023 |
| Cook Street Consulting | INVESTMENT ADVISORY | $40,000 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | ACCOUNTANT | $33,300 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $23,896 | not reported in the loaded dataset | 2023 |
| Sherman & Howard | LEGAL | $9,703 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Liberty Media Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Englewood, CO
- Fidelity Investments Institutional — Schedule C compensation
- Cook Street Consulting — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Sherman & Howard — Schedule C compensation