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Original filing (PDF)20251014085932NAL0001145091001
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
Form 5500
FILING_RECEIVED
BOEING NORTH AMERICAN RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
7 service providers
Active participants
123
Accounts w/ balance
—
Plan assets (EOY)
$2.3B
Net assets (EOY)
$2.3B
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)
88
/ 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
80
Vendor stack
75
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
- 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 THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES.
Plan sponsor
Name
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
EIN
91-0425694
Address
P.O. BOX 3707 M/C 6X5-08 · SEATTLE, WA · 981242207
Phone
(866) 473-2016
Industry
Manufacturingsee all
Plan administrator
Name
EMPLOYEE BENEFIT PLANS COMMITTEE
EIN
58-2405861
City
CHICAGO, IL
Phone
(312) 544-2297
Plan characteristics
Plan number
048
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST'L OP CO, LLC | 04-3532603 | — | RECORD KEEPER | $1.1M | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | 13-3891517 | — | AUDITOR | $73K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BOEING CO AND CONSOLIDATED SUBS | 91-0425694 | — | PLAN SPONSOR | $280K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | SERVICE PROVIDER | $185K | — |
| CONDUENT HR SERVICES, LLC | 04-3609848 | — | SERVICE PROVIDER | $32K | — |
| FOLEY & LARDNER LLP | 39-0473800 | — | SERVICE PROVIDER | $19K | — |
| HERRONPALMER | 46-5438594 | — | SERVICE PROVIDER | $16K | — |
Investments
1 pooled fund· $2.3B(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 |
|---|---|---|---|
| TBCERP MASTER TRUST THE BOEING CO. & CONSOLIDATED SUBS · EIN 91-0425694 / PN 062 | Master Trust | $2.3B | 100.0% |