Plan5500

The Boeing Company Employee Savings Plans Master Trust Investment Account — 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 Savings Plans Master Trust Investment Account is a benefit plan reported by The Boeing Co. And Consolidated Subsidiaries under EIN 91-0425694 and plan number 092. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $71,513,061,650 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
092
Plan type
4
Location
Seattle, WA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$71,513,061,650

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241003154304NAL0021071874001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$71,513,061,650
Total liabilities (EOY)
$126,237,250
Net assets (EOY)
$71,386,824,400
Net assets (BOY)
$62,725,879,848

Income & contributions

Total contributions
$0
Total income / additions
$10,946,357,523

Expenses & distributions

Benefits paid
$0
Administrative expenses
$96,474,845
Total expenses
$96,474,845
Net increase / (decrease)
$10,849,882,678

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edelman Financial Engines, LLCSERVICE PROVIDER$21,084,450not reported in the loaded dataset2023
Wellington TrustSERVICE PROVIDER$5,740,843not reported in the loaded dataset2023
Mfs Institutional Advisors, Inc.SERVICE PROVIDER$4,173,159$02023
Pacific Investment Mgmt Co LLCSERVICE PROVIDER$4,085,594$02023
Jp Morgan Investment Management IncSERVICE PROVIDER$3,612,707not reported in the loaded dataset2023
The Northern Trust CompanyTRUSTEE$2,598,117$02023
Pgim, Inc.SERVICE PROVIDER$2,249,275not reported in the loaded dataset2023
The Boeing CompanyPLAN SPONSOR$1,829,651not reported in the loaded dataset2023
Acadian Asset ManagementSERVICE PROVIDER$1,774,448not reported in the loaded dataset2023
Jennison Associates LLCSERVICE PROVIDER$1,693,426$02023
Blackrock Financial Management, IncSERVICE PROVIDER$1,635,990not reported in the loaded dataset2023
Fidelity Inv Instl Op Co LLCRECORD KEEPER$1,630,047$02023
Cooke & Bieler, LpSERVICE PROVIDER$1,463,643$02023
Wellington ManagementSERVICE PROVIDER$1,411,302$02023
Western Asset Management CompanySERVICE PROVIDER$1,342,634not reported in the loaded dataset2023
Newport Trust Company LLCSERVICE PROVIDER$1,339,313not reported in the loaded dataset2023
Jacobs Levy Equity Management, Inc.SERVICE PROVIDER$1,308,127not reported in the loaded dataset2023
Numeric Investors LLCSERVICE PROVIDER$1,298,354$02023
William Blair Investment Mgmt, LLCSERVICE PROVIDER$1,241,411$02023
Deprince Race & Zollo, Inc.SERVICE PROVIDER$1,225,976$02023
Hotchkis And Wiley Capital Mgmt LLCSERVICE PROVIDER$1,155,541$02023
Blackrock Inst'L Trust Company, NaSERVICE PROVIDER$1,128,715not reported in the loaded dataset2023
Timessquare Capital ManagementSERVICE PROVIDER$1,064,224$02023
Goldman Sachs Asset Management, LpSERVICE PROVIDER$1,053,344$02023
Blackrock Financial Management, IncSERVICE PROVIDER$1,019,175not reported in the loaded dataset2023
Ranger Investment Management, L.P.SERVICE PROVIDER$959,601not reported in the loaded dataset2023
Voya Investment Management Co LLCSERVICE PROVIDER$874,149$02023
Willis Towers Watson Us LLCSERVICE PROVIDER$756,177not reported in the loaded dataset2023
Northern Trust CorporationSERVICE PROVIDER$753,980$02023
Johcm (Usa) Inc.SERVICE PROVIDER$602,279not reported in the loaded dataset2023
Advisory Research, Inc.SERVICE PROVIDER$571,854$02023
Foley & Lardner LlpSERVICE PROVIDER$310,293not reported in the loaded dataset2023
Deloitte & Touche LlpAUDITOR$287,000not reported in the loaded dataset2023
Blackrock Financial Management, IncSERVICE PROVIDER$283,550not reported in the loaded dataset2023
Parametric Portfolio Associates LLCSERVICE PROVIDER$226,771not reported in the loaded dataset2023
Pricewaterhousecoopers LlpSERVICE PROVIDER$207,269not reported in the loaded dataset2023
Russell Investments Capital, LLCSERVICE PROVIDER$138,628not reported in the loaded dataset2023
Morningstar, Inc.SERVICE PROVIDER$116,300not reported in the loaded dataset2023
Conduent Hr Services, LLCSERVICE PROVIDER$40,036not reported in the loaded dataset2023
Cem Benchmarking, Inc.SERVICE PROVIDER$33,000not reported in the loaded dataset2023
Evestment Alliance, LLCSERVICE PROVIDER$30,125not reported in the loaded dataset2023
Hueler Investment Services, Inc.SERVICE PROVIDER$25,000$02023
State Street Bank And TrustSERVICE PROVIDER$20,114not reported in the loaded dataset2023
Fx Transparency, LLCSERVICE PROVIDER$20,000not reported in the loaded dataset2023
Financial Recovery Technologies LLCSERVICE PROVIDER$17,100not reported in the loaded dataset2023
Ernst & Young U.S., LlpSERVICE PROVIDER$14,769not reported in the loaded dataset2023
Myra R. DruckerEBIC ADVISOR$14,169not reported in the loaded dataset2023
Pacific Resources Benefits AdvisorsSERVICE PROVIDER$14,100not reported in the loaded dataset2023
Robert J ManillaEBIC ADVISOR$11,366not reported in the loaded dataset2023
Msci IncSERVICE PROVIDER$6,782not reported in the loaded dataset2023

Related Form 5500 pages