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Original filing (PDF)20251015153707NAL0010419314001
PARAMOUNT GLOBAL (FKA VIACOMCBS INC.)
Form 5500
FILING_RECEIVED
WESTINGHOUSE PENSION PLAN FOR OPERATIONS IN PUERTO RICO
Defined-benefit pension plan
Signals · 2
40% in single holding~136 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$20.3M
Net assets (EOY)
$20.2M
How this plan invests
This plan
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
80
Total plan cost
65
Vendor stack
75
Participation health
90
Knocking points off
- Top holding "Vanguard Intermediate-Term Investment-Grade Fund" is 40% of plan.
- 136 bps in Schedule C fees — 368% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARAMOUNT GLOBAL (FKA VIACOMCBS INC.).
Plan sponsor
Name
PARAMOUNT GLOBAL (FKA VIACOMCBS INC.)
EIN
04-2949533
Address
1515 BROADWAY · NEW YORK, NY · 10036
Phone
(212) 258-6000
Industry
Information / Tech / Mediasee all
Plan administrator
Name
PARAMOUNT GLOBAL ADMINISTRATIVE COMMITTEE
EIN
04-2949533
City
NEW YORK, NY
Phone
(212) 258-6000
Plan characteristics
Plan number
202
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3C · Not intended to be qualified
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MITCHELL & TITUS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANCO POPULAR | 66-0561870 | — | TRUSTEE | $115K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $139K | — |
| MITCHELL & TITUS, LLP | 13-2781641 | — | NONE | $21K | — |
Investments
5 direct securities· $20.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Investment-Grade Fund | — | — | $8.5M | $7.9M | 39.0% | |
| Vanguard Global Equity Fund | — | — | $3.4M | $4.9M | 24.0% | |
| Vanguard Long-Term Investment-Grade Fund | — | — | $5.5M | $4.1M | 20.0% | |
| Vanguard Short- Term Investment- Grade Fund | — | — | $3.1M | $3.0M | 14.5% | |
| Banco Popular de Puerto Rico | — | — | $237K | $237K | 1.2% |
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