2023 Form 5500 filing — Kohler Co. Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014154148NAL0045146016001) for Kohler Co. Pension Plan, reported by Kohler Co. & Subsidiaries under EIN 39-0402810 and plan number 004. It reports 24,315 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154148NAL0045146016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kohler Co. & Subsidiaries
- EIN
- 39-0402810
- Plan number
- 004
- Location
- Kohler, WI
- Participants
- 24,315
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,595,158,526
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,595,158,526
- Total income / additions
- $243,090,224
- Benefits paid
- $66,754,653
- Administrative expenses
- $13,546,575
- Total expenses
- $80,301,228
- Net increase / (decrease)
- $162,788,996
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bmo Harris Bank N.A. | NONE | $212,343 | $0 |
| Blackrock | NONE | $141,595 | $0 |
| Heck Capital Advisors | NONE | $95,000 | not reported in the loaded dataset |
| Francis Investment Counsel LLC | NONE | $59,547 | not reported in the loaded dataset |