Pitney Bowes Pension Plan
Sponsored by Pitney Bowes Inc. · EIN 060495050 · Plan #001
- Total assets
- $959M
- Net assets
- $958M
- Active participants
- 732
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pacific Investment Management Company Llc CRD 104559 | deterministic · 100% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson | Actuarial, Consulting (pension), Direct payment from the plan | $3,132,125 |
| Northern Trust Company | Claims processing, Direct payment from the plan, Investment management fees (indirect) | $726,730 |
| Pacific Investment Management Co. | Investment management, Investment management fees (direct), Soft dollars commissions | $692,648 |
| Prudential Insurance Company | Investment advisory (plan), Investment management, Direct payment from the plan | $612,807 |
| Sei Trust Company | Actuarial, Consulting (general), Consulting (pension) | $424,169 |
| Nisa Investment Advisors, Llc | Investment advisory (plan), Investment management, Investment management fees (direct) | $374,859 |
| Legal & General Investment Mgmt | Investment management, Investment management fees (direct) | $199,073 |
| Becher Della Torre Gitto & Co. | Accounting, Direct payment from the plan | $31,810 |
| Morgan, Lewis & Bockius Llp | Legal, Direct payment from the plan | $21,976 |
| Goldman Sachs Asset Management, Lp | Investment management, Investment management fees (indirect), Non-monetary compensation | $17,236 |
| Cbiz Advisors, Llc | Other services, Direct payment from the plan | $5,630 |