2023 Form 5500 filing — Yum Brands Retirement 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 20241014162552NAL0054419090001) for Yum Brands Retirement Plan, reported by Yum Brands, Inc. under EIN 13-3951308 and plan number 333. It reports 20,409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162552NAL0054419090001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Yum Brands, Inc.
- EIN
- 13-3951308
- Plan number
- 333
- Location
- Louisville, KY
- Participants
- 20,409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $734,224,000
- Total liabilities (EOY)
- $54,532,000
- Net assets (EOY)
- $679,692,000
- Total income / additions
- $53,317,000
- Benefits paid
- $30,821,000
- Administrative expenses
- $7,052,000
- Total expenses
- $37,873,000
- Net increase / (decrease)
- $15,444,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Towers Watson Investment Service | NONE | $609,310 | $0 |
| Northern Trust Company | NONE | $382,539 | not reported in the loaded dataset |
| Conduent Hr Services, LLC | NONE | $215,981 | not reported in the loaded dataset |
| Nisa Investment Advisors L.L.C. | NONE | $200,000 | $0 |
| Pacific Investment Management Co | NONE | $197,303 | $0 |
| Mercer | NONE | $164,974 | not reported in the loaded dataset |
| State Street Research & Management | NONE | $24,569 | $0 |