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Original filing (PDF)20251009141339NAL0007120913001
DIRECTV ENTERTAINMENT HOLDINGS LLC
Form 5500
FILING_RECEIVED
DIRECTV BARGAINED PENSION PLAN
Defined-benefit pension plan
Signals · 3
~181 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
2,695
Accounts w/ balance
0
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
10 pooled trusts
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 181 bps in Schedule C fees — 525% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIRECTV ENTERTAINMENT HOLDINGS LLC.
Plan sponsor
Name
DIRECTV ENTERTAINMENT HOLDINGS LLC
EIN
86-2430702
Address
2260 E. IMPERIAL HWY, 12TH FLOOR · EL SEGUNDO, CA · 90245
Phone
(855) 877-6243
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN CHASEBANK, N.A. | 13-4994650 | — | TRUSTEE | $200K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING INC. | 12-3957095 | — | NONE | $85K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $20K | — |
| DELOITTE & TOUCHE LLP | 13-3891517 | — | NONE | $15K | — |
| J.P. MORGAN INVESTMENT MANAGEMENT | — | NEW YORK, NY | NONE | $0 | — |
| J.P. MORGAN FUTURES, INC. | 13-3072111 | — | NONE | $0 | — |
| J.P. MORGAN SECURITIES LLC | 13-3379014 | — | NONE | $0 | — |
Investments
1 direct security · 10 pooled funds· $12.6M(71% 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.
Common Collective Trust
$12.5M
10 holdings
Uncategorized
$26K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MERCER US LA CAP CORE PSV EQ OE POR MERCER TRUST COMPANY LLC · EIN 03-0566613 / PN 005 | Common Collective Trust | — | $2.1M | $2.6M | 14.9% | |
| MERCER ACTIVE INTERM CR FIXED INC MERCER TRUST COMPANY LLC · EIN 85-2621954 / PN 048 | Common Collective Trust | — | $2.0M | $2.2M | 12.3% | |
| STATE ST INTERM US GOV NL SERIES F STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 144 | Common Collective Trust | — | $2.1M | $2.2M | 12.3% | |
| MERCER OPPORTUNISTIC FIXED INC PORT MERCER TRUST COMPANY LLC · EIN 36-7630030 / PN 020 | Common Collective Trust | — | $1.2M | $1.3M | 7.2% | |
| MERCER NON-US CORE EQUITY PORTFOLIO MERCER TRUST COMPANY LLC · EIN 03-0566617 / PN 009 | Common Collective Trust | — | $1.1M | $1.2M | 6.8% | |
| MERCER PASSIVE LONG CR FIXED INCOME MERCER TRUST COMPANY LLC · EIN 26-6700496 / PN 016 | Common Collective Trust | — | $954K | $997K | 5.6% | |
| MERCER PSV LONG GOV FIXED INC PORT MERCER TRUST COMPANY LLC · EIN 51-0560117 / PN 010 | Common Collective Trust | — | $981K | $964K | 5.5% | |
| MERCER EMERGING MRKTS EQ PORT FUND MERCER TRUST COMPANY LLC · EIN 32-6219484 / PN 017 | Common Collective Trust | — | $473K | $511K | 2.9% | |
| MERCER US SMALL/MID CAP EQUITY PORT MERCER TRUST COMPANY LLC · EIN 03-0566611 / PN 003 | Common Collective Trust | — | $363K | $429K | 2.4% | |
| MERCER GLBL LOW VOLATILITY EQ POR F MERCER TRUST COMPANY LLC · EIN 35-7004395 / PN 018 | Common Collective Trust | — | $177K | $207K | 1.2% | |
| Fidelity Treasury Portfolio Short-term investment fund | — | — | $26K | $26K | 0.1% |