2023 Form 5500 filing — Wk Kellogg Co Bakery, Confectionery, Tobacco Workers And Grain Millers 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 20241014213216NAL0028317889001) for Wk Kellogg Co Bakery, Confectionery, Tobacco Workers And Grain Millers Pension Plan, reported by Wk Kellogg Co under EIN 92-1243173 and plan number 005. It reports 5,435 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014213216NAL0028317889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wk Kellogg Co
- EIN
- 92-1243173
- Plan number
- 005
- Location
- Battle Creek, MI
- Participants
- 5,435
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $469,883,405
- Total liabilities (EOY)
- $570,336
- Net assets (EOY)
- $469,313,069
- Total income / additions
- $48,232,425
- Benefits paid
- $53,283,604
- Administrative expenses
- $4,946,353
- Total expenses
- $58,229,957
- Net increase / (decrease)
- -$9,997,532
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | NONE | $591,069 | not reported in the loaded dataset |
| Bdo Usa, P.C. | NONE | $111,788 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $95,000 | $0 |
| Nisa Investment Advisors LLC | NONE | $57,179 | not reported in the loaded dataset |
| Lifeworks (Us) Ltd. | NONE | $14,527 | not reported in the loaded dataset |
| Pacific Investment Management Co | NONE | $11,582 | not reported in the loaded dataset |