2023 Form 5500 filing — Peabody Investments Corp. Master Trust
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 20241014212159NAL0015556803001) for Peabody Investments Corp. Master Trust, reported by Peabody Investments Corp. under EIN 20-0480084 and plan number 002. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014212159NAL0015556803001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Peabody Investments Corp.
- EIN
- 20-0480084
- Plan number
- 002
- Location
- St. Louis, MO
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,347,045
- Total liabilities (EOY)
- $26,303,547
- Net assets (EOY)
- $116,043,498
- Total income / additions
- $25,911,795
- Benefits paid
- $421,157,296
- Administrative expenses
- $2,879,171
- Total expenses
- $424,036,467
- Net increase / (decrease)
- -$398,124,672
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $808,201 | not reported in the loaded dataset |
| Mercer (Us) Inc. | NONE | $280,408 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, N.A. | NONE | $206,716 | $0 |
| Aon Investments Usa, Inc. | NONE | $203,220 | not reported in the loaded dataset |
| Nisa Investment Advisors LLC | NONE | $145,735 | not reported in the loaded dataset |
| Pacific Investment Management Co | NONE | $106,368 | not reported in the loaded dataset |
| Uhy Llp | NONE | $36,055 | not reported in the loaded dataset |
| Fiduciary Counselors Inc. | NONE | $24,012 | not reported in the loaded dataset |
| Holland & Knight Llp | NONE | $11,013 | not reported in the loaded dataset |