Plan5500

The Boeing Company Employee Retirement Plans Master Trust — Form 5500 plan (The Boeing Co. And Consolidated Subsidiaries)

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 Boeing Company Employee Retirement Plans Master Trust is a benefit plan reported by The Boeing Co. And Consolidated Subsidiaries under EIN 91-0425694 and plan number 062. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $48,920,579,062 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Boeing Co. And Consolidated Subsidiaries
EIN
91-0425694
Plan number
062
Plan type
4
Location
Seattle, WA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$48,920,579,062

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241010113344NAL0011420467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,920,579,062
Total liabilities (EOY)
$464,225,328
Net assets (EOY)
$48,456,353,734
Net assets (BOY)
$49,500,132,803

Income & contributions

Total contributions
$0
Total income / additions
$3,930,431,405

Expenses & distributions

Benefits paid
$0
Administrative expenses
$76,465,902
Total expenses
$76,465,902
Net increase / (decrease)
$3,853,965,503

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jpmorgan Chase Bank, N.A.TRUSTEE$3,929,531$02023
Pacific Investment Management LLCSERVICE PROVIDER$3,714,719$02023
Capital International, Inc.SERVICE PROVIDER$3,116,875$02023
J.P. Morgan Invmt Management Inc.SERVICE PROVIDER$3,046,887not reported in the loaded dataset2023
Grantham, Mayo, Van Otterloo & CoSERVICE PROVIDER$2,778,693not reported in the loaded dataset2023
Blackrock Financial Management, IncSERVICE PROVIDER$2,778,323not reported in the loaded dataset2023
Legal & General Invt Mngmt AmericaSERVICE PROVIDER$2,585,915not reported in the loaded dataset2023
Marathon Asset Management LimitedSERVICE PROVIDER$2,281,672not reported in the loaded dataset2023
Morgan Stanley Investment Mngmt IncSERVICE PROVIDER$2,188,221not reported in the loaded dataset2023
Oaktree Capital Management, L.P.SERVICE PROVIDER$2,145,711$02023
William Blair Investment Mngmt LLCSERVICE PROVIDER$2,068,505$02023
Mfs Institutional Advisors, Inc.SERVICE PROVIDER$2,052,237$02023
Goldman Sachs Asset Management, LpSERVICE PROVIDER$1,919,193$02023
Western Asset Management Co. LLCSERVICE PROVIDER$1,840,660not reported in the loaded dataset2023
Blackrock Instl Trust Company, N.A.SERVICE PROVIDER$1,835,213not reported in the loaded dataset2023
Artisan Partners Limited PartnershpSERVICE PROVIDER$1,769,989$02023
Wellington Management Company LpSERVICE PROVIDER$1,728,434not reported in the loaded dataset2023
Arrowstreet Capital, LpSERVICE PROVIDER$1,529,589not reported in the loaded dataset2023
Hotchkis And Wiley Capital Mgmt LLCSERVICE PROVIDER$1,526,951$02023
Baillie Gifford Overseas Ltd (Bgo)SERVICE PROVIDER$1,418,796$02023
Ernst & Young U.S., LlpSERVICE PROVIDER$1,404,579not reported in the loaded dataset2023
Payden & RygelSERVICE PROVIDER$1,363,027not reported in the loaded dataset2023
Schroder Investment Management NaSERVICE PROVIDER$1,343,561not reported in the loaded dataset2023
Snyder Capital Management, L.PSERVICE PROVIDER$1,182,253$02023
Jennison Associates LLCSERVICE PROVIDER$1,163,728$02023
Principal Global Investors, LLCSERVICE PROVIDER$1,136,604not reported in the loaded dataset2023
Harris Associates L.P.SERVICE PROVIDER$1,120,262$02023
Next Century Growth Investors, LLCSERVICE PROVIDER$1,086,072$02023
Clearbridge Investments Na Pty LtdSERVICE PROVIDER$962,693$02023
Nuveen Asset Management, LLCSERVICE PROVIDER$883,417$02023
Albourne America LLCSERVICE PROVIDER$723,000not reported in the loaded dataset2023
Longfellow Invt Management Co, LLCSERVICE PROVIDER$720,001not reported in the loaded dataset2023
Numeric Investors LLCSERVICE PROVIDER$699,010$02023
Hudson Advisors, L.P.SERVICE PROVIDER$0$610,4902023
Neuberger Berman Invt Advisers LLCSERVICE PROVIDER$557,961$02023
Russell Investments Capital, LLCSERVICE PROVIDER$552,104not reported in the loaded dataset2023
Hood River Capital ManagementSERVICE PROVIDER$545,201$02023
Pugh Capital Management, Inc.SERVICE PROVIDER$542,241not reported in the loaded dataset2023
Ariel Investments, LLCSERVICE PROVIDER$532,725$02023
Parametric Portfolio Associates LLCSERVICE PROVIDER$481,105not reported in the loaded dataset2023
Paul Hastings LlpSERVICE PROVIDER$361,015not reported in the loaded dataset2023
Faegre Drinker Biddle & Reath LlpSERVICE PROVIDER$355,147not reported in the loaded dataset2023
Mariner Investment Group, LLCSERVICE PROVIDER$321,047$02023
Alter Domus (Us) LLCSERVICE PROVIDER$319,478not reported in the loaded dataset2023
The Burgiss Group LLCSERVICE PROVIDER$315,293not reported in the loaded dataset2023
Morgan, Lewis & Bockius LlpSERVICE PROVIDER$256,884not reported in the loaded dataset2023
Hamilton Lane Behalf Of Shott CapitSERVICE PROVIDER$247,207not reported in the loaded dataset2023
Corecommodity Management, LLCSERVICE PROVIDER$217,649not reported in the loaded dataset2023
Pricewaterhousecoopers LlpSERVICE PROVIDER$162,139not reported in the loaded dataset2023
J O Hambro Capital Management LmtdSERVICE PROVIDER$141,473not reported in the loaded dataset2023
Newport Trust Company LLCSERVICE PROVIDER$132,534not reported in the loaded dataset2023
Bloomberg L.P.SERVICE PROVIDER$90,934not reported in the loaded dataset2023
Myra R. DruckerEBIC ADVISOR$51,359not reported in the loaded dataset2023
Ned Davis Research IncSERVICE PROVIDER$47,919not reported in the loaded dataset2023
Robert J ManillaEBIC ADVISOR$41,357not reported in the loaded dataset2023
Evestment Alliance, LLCSERVICE PROVIDER$34,079not reported in the loaded dataset2023
Cem Benchmarking Inc.SERVICE PROVIDER$33,000not reported in the loaded dataset2023
Hogan Lovells Us LlpSERVICE PROVIDER$32,379not reported in the loaded dataset2023
Financial Recovery Technologies LLCSERVICE PROVIDER$20,250not reported in the loaded dataset2023
Fx Transparency, LLCSERVICE PROVIDER$20,000not reported in the loaded dataset2023
Baker & Mckenzie LlpSERVICE PROVIDER$12,083not reported in the loaded dataset2023
Northern Trust CorporationSERVICE PROVIDER$9,267$02023
Msci Inc.SERVICE PROVIDER$9,218not reported in the loaded dataset2023

Related Form 5500 pages