Cox Enterprises, Inc. Pension Plan — Form 5500 plan (Cox Enterprises, 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, Cox Enterprises, Inc. Pension Plan is a benefit plan reported by Cox Enterprises, Inc. under EIN 58-1035149 and plan number 001. The latest loaded filing year is 2023. The filing reports 56,234 participants and $7,396,009,274 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cox Enterprises, Inc.
- EIN
- 58-1035149
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 56,234
- End-of-year plan assets
- $7,396,009,274
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 56,234 | H, C | 20241011064734NAL0012231955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,396,009,274
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,396,009,274
- Net assets (BOY)
- $7,066,826,894
Income & contributions
- Employer contributions
- $75,010,000
- Total contributions
- $75,010,000
- Total income / additions
- $611,486,076
Expenses & distributions
- Benefits paid
- $213,008,145
- Administrative expenses
- $69,295,551
- Total expenses
- $282,303,696
- Net increase / (decrease)
- $329,182,380
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Acadian Asset Management, LLC | NONE | $2,487,496 | not reported in the loaded dataset | 2023 |
| Arrowstreet Capital, Limited Partne | NONE | $1,766,992 | not reported in the loaded dataset | 2023 |
| Wells Capital Management | NONE | $1,508,261 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | NONE | $989,673 | not reported in the loaded dataset | 2023 |
| Baillie Gifford Overseas Ltd | NONE | $962,993 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $762,482 | $0 | 2023 |
| Wellington Trust | NONE | $740,881 | not reported in the loaded dataset | 2023 |
| Invesco Advisors, Inc | NONE | $705,862 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | NONE | $564,684 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co. | NONE | $520,254 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, National Assoc | NONE | $438,255 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $430,333 | not reported in the loaded dataset | 2023 |
| Sweetwater Investment Management Ll | NONE | $0 | $334,289 | 2023 |
| Martingale Asset Management | NONE | $309,708 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers, Llp | NONE | $265,359 | not reported in the loaded dataset | 2023 |
| Wellspring Capital Management LLC | NONE | $247,295 | not reported in the loaded dataset | 2023 |
| Bdt Capital Partners, LLC | NONE | $0 | $193,094 | 2023 |
| Atlanta Capital Mgmt LLC | NONE | $139,643 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche Llp | NONE | $103,918 | not reported in the loaded dataset | 2023 |
| Timessquare Capital Management | NONE | $102,150 | $0 | 2023 |
| Bny Mellon | NONE | $95,360 | $0 | 2023 |
| Bay Hills Capital Management, LLC | NONE | $87,500 | not reported in the loaded dataset | 2023 |
| Nephila Capital Ltd. | NONE | $40,856 | not reported in the loaded dataset | 2023 |
| Trust Company Of The West | NONE | $15,712 | not reported in the loaded dataset | 2023 |
| Metlife Investment Management | NONE | $9,408 | not reported in the loaded dataset | 2023 |
| Anos Capital LLC | NONE | $0 | $6,052 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cox Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Acadian Asset Management, LLC — Schedule C compensation
- Arrowstreet Capital, Limited Partne — Schedule C compensation
- Wells Capital Management — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Baillie Gifford Overseas Ltd — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Wellington Trust — Schedule C compensation
- Invesco Advisors, Inc — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Prudential Trust Co. — Schedule C compensation
- Jpmorgan Chase Bank, National Assoc — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Sweetwater Investment Management Ll — Schedule C compensation
- Martingale Asset Management — Schedule C compensation
- Pricewaterhousecoopers, Llp — Schedule C compensation
- Wellspring Capital Management LLC — Schedule C compensation
- Bdt Capital Partners, LLC — Schedule C compensation
- Atlanta Capital Mgmt LLC — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation
- Timessquare Capital Management — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Bay Hills Capital Management, LLC — Schedule C compensation
- Nephila Capital Ltd. — Schedule C compensation
- Trust Company Of The West — Schedule C compensation
- Metlife Investment Management — Schedule C compensation
- Anos Capital LLC — Schedule C compensation