2023 Form 5500 filing — The Dun & Bradstreet Corporation Retirement Account
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 20241015070115NAL0028895825001) for The Dun & Bradstreet Corporation Retirement Account, reported by The Dun & Bradstreet Corporation under EIN 22-3725387 and plan number 001. It reports 20,323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015070115NAL0028895825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Dun & Bradstreet Corporation
- EIN
- 22-3725387
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 20,323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,052,477,733
- Total liabilities (EOY)
- $14,141,560
- Net assets (EOY)
- $1,038,336,173
- Total income / additions
- $107,649,590
- Benefits paid
- $78,331,173
- Administrative expenses
- $10,101,155
- Total expenses
- $88,432,328
- Net increase / (decrease)
- $19,217,262
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Hewitt Investment Consulting, I | INV MANAGEMENT | $1,094,486 | not reported in the loaded dataset |
| Aon Consulting, Inc. | PLAN ADMINISTRATOR | $1,025,374 | not reported in the loaded dataset |
| Aon Hewitt Associates | ACTUARIAL | $593,312 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | PLAN ADMIN | $183,296 | not reported in the loaded dataset |
| Bank Of New York Mellon | TRUSTEE | $42,741 | not reported in the loaded dataset |