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Original filing (PDF)20251013155439NAL0000789763001
PITNEY BOWES INC.
Form 5500
FILING_RECEIVED
PITNEY BOWES PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed11 service providers
Active participants
732
Accounts w/ balance
—
Plan assets (EOY)
$958.8M
Net assets (EOY)
$957.8M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 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
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 65 bps in Schedule C fees — 985% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PITNEY BOWES INC..
Plan sponsor
Name
PITNEY BOWES INC.
EIN
06-0495050
Address
3001 SUMMER STREET · STAMFORD, CT · 06926
Phone
(203) 351-7181
Industry
Manufacturingsee all
Plan administrator
Name
PITNEY BOWES EMPLOYEE BENEFITS COMMITTEE
EIN
06-0495050
City
STAMFORD, CT
Phone
(800) 932-3631
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BECHER, DELLA TORRE, GITTO & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $3.1M | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $727K | — |
| PACIFIC INVESTMENT MANAGEMENT CO. | 33-0629048 | — | NONE | $693K | — |
| PRUDENTIAL INSURANCE COMPANY | 22-1211670 | — | NONE | $613K | — |
| SEI TRUST COMPANY | 06-1271230 | — | NONE | $424K | — |
| NISA INVESTMENT ADVISORS, LLC | 48-1140940 | — | NONE | $375K | — |
| LEGAL & GENERAL INVESTMENT MGMT | 20-8058531 | — | NONE | $199K | — |
| BECHER DELLA TORRE GITTO & CO. | 22-2625944 | — | NONE | $32K | — |
| MORGAN, LEWIS & BOCKIUS LLP | — | PHILADELPHIA, PA | NONE | $22K | — |
| GOLDMAN SACHS ASSET MANAGEMENT, LP | 13-3575636 | — | NONE | $17K | — |
| CBIZ ADVISORS, LLC | 34-1846498 | — | NONE | $6K | — |
Investments
1 pooled fund· $958.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PITNEY BOWES RETIREMENT PLANS TRUST PITNEY BOWES INC. · EIN 06-0495050 / PN 002 | Master Trust | $958.8M | 100.0% |