Back to filter
Original filing (PDF)20250902151205NAL0024663104001
FOX CORPORATION
Form 5500
FILING_RECEIVED
PENSION PLAN OF LOCALS 794 & 819, I.A.T.S.E.
Defined-benefit pension plan
Signals · 1
7 service providers
Active participants
49
Accounts w/ balance
—
Plan assets (EOY)
$75.2M
Net assets (EOY)
$75.2M
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)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 29 bps in Schedule C fees — 84% above peer band of 16 bps.
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 FOX CORPORATION.
Plan sponsor
Name
FOX CORPORATION
EIN
83-1825597
Address
1211 AVENUE OF THE AMERICAS · NEW YORK, NY · 100368706
Phone
(212) 852-7000
Industry
Information / Tech / Mediasee all
Plan administrator
Name
PLAN ADMINISTRATIVE COMMITTEE
EIN
83-1825597
City
NEW YORK, NY
Phone
(212) 852-7000
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON LLC | 53-0181291 | — | NONE | $67K | — |
| ERNST & YOUNG LLP | 34-6565596 | — | NONE | $59K | — |
| SPIVAK LIPTON | 13-3494495 | — | NONE | $27K | — |
| JP MORGAN CHASE BANK, NA | 13-4994650 | — | NONE | $21K | — |
| ADMINISTRATIVE SERVICES ONLY | 11-2995970 | — | NONE | $18K | — |
| MERCER HUMAN RESOURCE CONSULTING | 13-2386900 | — | NONE | $18K | — |
| MOSS ADAMS LLP | 91-0189318 | — | NONE | $12K | — |
Investments
1 pooled fund· $75.2M(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 |
|---|---|---|---|
| FOX MASTER TRUST FOX CORPORATION · EIN 83-2290306 / PN 003 | Master Trust | $75.2M | 100.0% |