Original filing (PDF)20251014100618NAL0003575424001

CRAVATH, SWAINE & MOORE LLP

Name: CRAVATH, SWAINE & MOORE LLP — PENSION PLAN OF CRAVATH, SWAINE & MOORE LLP, Form 5500 (2024)
Creator: CRAVATH, SWAINE & MOORE LLP

Form 5500

FILING_RECEIVED

PENSION PLAN OF CRAVATH, SWAINE & MOORE LLP

Defined-benefit pension plan

Signals · 2

~103 bps in Sched C fees7 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$153.7M

Net assets (EOY)

$151.7M

How this plan invests

This plan

350 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRAVATH, SWAINE & MOORE LLP.

Plan sponsor

Name

CRAVATH, SWAINE & MOORE LLP

EIN

13-5015405

Address

TWO MANHATTAN WEST · 375 NINTH AVENUE · NEW YORK, NY · 10001

Phone

(212) 474-1000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

ADMINISTRATIVE COMMITTEE FOR THE FIRM'S QUALIFIED BENEFITS PLANS

EIN

13-2857683

City

NEW YORK, NY

Phone

(212) 474-1000

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

PRICEWATERHOUSECOOPERS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRICEWATERHOUSECOOPERS LLP	13-4008324	—	NONE	$46K	—

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
INCOME RESEARCH + MANAGEMENT	04-2955404	—	NONE	$120K

Investments

350 direct securities· $135.0M(88% of reported assets)

Bonds / Notes

$88.1M

321 holdings

Cash / Money Market

$26.8M

2 holdings

U.S. Treasuries

$19.6M

25 holdings

Other securities

$305K

1 holding

Structured Credit (CLO/ABS)

$158K

1 holding

					% of plan
STATE STREET INSTITUTIONAL 26,016,413 shares of a Money Market Fund $	Cash / Money Market	—	$26.0M	$26.0M	16.9%
US TREASURY N/B 2,287,000 face amount 4.625% May 2044	U.S. Treasuries	—	$2.3M	$2.2M	1.4%
US TREASURY N/B 2,227,000 face amount 4% Feb 2034	U.S. Treasuries	—	$2.2M	$2.1M	1.4%
UNSECURED JPMORGAN CHASE & CO SR 1,525,000 face amount 1% Jul 2038	Bonds / Notes	—	$1.3M	$1.3M	0.8%
US TREASURY N/B 1,222,000 face amount 4.75% Feb 2037	U.S. Treasuries	—	$1.3M	$1.2M	0.8%
UNSECURED BANK OF AMERICA CORP SR 1,760,000 face amount 1% Jun 2041	Bonds / Notes	—	$1.2M	$1.2M	0.8%
US TREASURY N/B 1,670,000 face amount 3% Aug 2048	U.S. Treasuries	—	$1.2M	$1.2M	0.8%
US TREASURY N/B 2,031,000 face amount 1.125% Aug 2040	U.S. Treasuries	—	$1.2M	$1.2M	0.8%
US TREASURY N/B 1,353,000 face amount 3.375% Nov 2048	U.S. Treasuries	—	$1.1M	$1.1M	0.7%
COMCAST CORP COMPANY GUAR 1,845,000 face amount 2.987% Nov 2063	Bonds / Notes	—	$1.1M	$1.0M	0.7%
US TREASURY N/B 1,266,000 face amount 3.625% Feb 2053	U.S. Treasuries	—	$1.1M	$1.0M	0.7%
US TREASURY N/B 1,212,000 face amount 3.375% May 2044	U.S. Treasuries	—	$996K	$982K	0.6%
UNSECURED WELLS FARGO & COMPANY SR 1,095,000 face amount 1% Apr 2051	Bonds / Notes	—	$1.0M	$972K	0.6%
US TREASURY N/B 1,282,000 face amount 3% Nov 2045	U.S. Treasuries	—	$981K	$964K	0.6%
US TREASURY N/B 1,282,000 face amount 3% Feb 2049	U.S. Treasuries	—	$957K	$933K	0.6%
UNSECURED LOCKHEED MARTIN CORP SR 1,095,000 face amount 4.07% Dec 2042	Bonds / Notes	—	$933K	$913K	0.6%
UNSECURED VAR GOLDMAN SACHS GROUP INC SR 1,305,000 face amount 1% Jul 2042	Bonds / Notes	—	$932K	$907K	0.6%
UNSECURED BANK OF AMERICA CORP SR 1,160,000 face amount 1% Apr 2042	Bonds / Notes	—	$889K	$868K	0.6%
PFIZER INC SR UNSECURED 995,000 face amount 4.4% May 2044	Bonds / Notes	—	$895K	$860K	0.6%
COMCAST CORP COMPANY GUAR 1,470,000 face amount 2.937% Nov 2056	Bonds / Notes	—	$894K	$856K	0.6%
UNSECURED JPMORGAN CHASE & CO SR 1,075,000 face amount 1% Nov 2048	Bonds / Notes	—	$870K	$841K	0.5%
UNSECURED MIDAMERICAN ENERGY CO 1ST 1,035,000 face amount 4.25% Jul 2049	Bonds / Notes	—	$859K	$839K	0.5%
UNSECURED UNITEDHEALTH GROUP INC SR 995,000 face amount 4.45% Dec 2048	Bonds / Notes	—	$858K	$820K	0.5%
US TREASURY N/B 1,373,000 face amount 2% Feb 2050	U.S. Treasuries	—	$820K	$797K	0.5%
UNSECURED UNITEDHEALTH GROUP INC SR 790,000 face amount 5.875% Feb 2053	Bonds / Notes	—	$831K	$792K	0.5%
A 144A PG&E WILDFIRE RECOVERY SR 905,000 face amount 4.451% Dec 2049	Bonds / Notes	—	$806K	$786K	0.5%
UNSECURED NORTHERN STATES PWR MINN 725,000 face amount 6.2% Jul 2037	Bonds / Notes	—	$780K	$776K	0.5%
LIQUID RESERVES FUND* STATE STREET INSTITUTIONAL 773,090 shares of a Money Market Fund	Cash / Money Market	—	$773K	$773K	0.5%
DUKE ENERGY CAROLINAS 1ST 790,000 face amount 5.3% Feb 2040	Bonds / Notes	—	$775K	$773K	0.5%
ABBVIE INC SR UNSECURED 930,000 face amount 4.25% Nov 2049	Bonds / Notes	—	$781K	$756K	0.5%
US TREASURY N/B 797,000 face amount 3.875% Aug 2034	U.S. Treasuries	—	$771K	$754K	0.5%
APPLE INC SR UNSECURED 1,255,000 face amount 2.85% Aug 2061	Bonds / Notes	—	$781K	$752K	0.5%
US TREASURY N/B 799,000 face amount 4.25% Feb 2054	U.S. Treasuries	—	$774K	$729K	0.5%
UNSECURED BRISTOL MYERS SQUIBB CO SR 880,000 face amount 4.25% Oct 2049	Bonds / Notes	—	$728K	$711K	0.5%
UNSECURED AMAZON.COM INC SR 1,040,000 face amount 3.25% May 2061	Bonds / Notes	—	$701K	$677K	0.4%
UNSECURED MICROSOFT CORP SR 1,055,000 face amount 3.041% Mar 2062	Bonds / Notes	—	$703K	$674K	0.4%
US TREASURY N/B 785,000 face amount 3.625% Feb 2044	U.S. Treasuries	—	$672K	$662K	0.4%
UNSECURED METLIFE INC SR UNSECURED 685,000 face amount 5% Jul 2052	Bonds / Notes	—	$635K	$619K	0.4%
VAR CITIGROUP INC SR UNSECURED 613,000 face amount 1% Feb 2030	Bonds / Notes	—	$615K	$613K	0.4%
US TREASURY N/B 954,000 face amount 1.125% May 2040	U.S. Treasuries	—	$578K	$574K	0.4%
CONNECTICUT LIGHT & PWR 1ST 685,000 face amount 4.3% Apr 2044	Bonds / Notes	—	$586K	$573K	0.4%
UNSECURED ONCOR ELECTRIC DELIVERY SR 740,000 face amount 3.75% Apr 2045	Bonds / Notes	—	$583K	$568K	0.4%
COMPANY GUAR 144A WALMART INC SR UNSECURED 645,000 face amount 4.5% Apr 2053	Bonds / Notes	—	$576K	$561K	0.4%
UNSECURED WELLS FARGO & COMPANY SR 720,000 face amount 3.9% May 2045	Bonds / Notes	—	$584K	$560K	0.4%
COMPANY GUAR ENTERPRISE PRODUCTS OPER 566,000 face amount 5.55% Feb 2055	Bonds / Notes	—	$564K	$544K	0.4%
MORTGAGE DUKE ENERGY FLORIDA LLC 1ST 505,000 face amount 6.4% Jun 2038	Bonds / Notes	—	$543K	$544K	0.4%
UNSECURED VISA INC SR UNSECURED 745,000 face amount 2.7% Apr 2040	Bonds / Notes	—	$547K	$542K	0.4%
UNSECURED CISCO SYSTEMS INC SR 510,000 face amount 5.9% Feb 2039	Bonds / Notes	—	$545K	$539K	0.4%
UNSECURED PPL ELECTRIC UTILITIES 1ST 645,000 face amount 4.125% Jun 2044	Bonds / Notes	—	$543K	$536K	0.3%
2021 SFR1 A 144A FLORIDA POWER & LIGHT CO 1ST 525,000 face amount 5.69% Mar 2040	Bonds / Notes	—	$544K	$536K	0.3%

1–50 of 350

1 / 7

Related plans

Other plans using MILLIMAN

KAISER PERMANENTE MEDICAL CARE PROGRAM

KAISER PERMANENTE GROUP TRUST

$66.6B

WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES

WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN

$56.4B · 231,353 participants

TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND

CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN

$48.2B · 38,102 participants

THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST

UAW GM RETIREES MEDICAL BENEFITS PLAN

$30.6B

Name	EIN	Location	Relation	Direct comp	Indirect comp
MILLIMAN	—	NEW YORK, NY	NONE	$646K	—
MORGAN STANLEY SMITH BARNEY LLC	11-3658445	—	NONE	$446K	—
STATE STREET BANK & TRUST COMPANY	04-1867445	—	NONE	$191K	—
FIRST MANHATTAN CO.	13-6033224	—	NONE	$77K	—
BARROW LENT LLP	—	BOSTON, MA	NONE	$66K	—