2023 Form 5500 filing — Whirlpool Corporation And Subsidiary Employees' Retirement 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 20241015094846NAL0047254080001) for Whirlpool Corporation And Subsidiary Employees' Retirement Trust, reported by Whirlpool Corporation under EIN 36-6541950 and plan number 003. 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
- 20241015094846NAL0047254080001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Whirlpool Corporation
- EIN
- 36-6541950
- Plan number
- 003
- Location
- Benton Harbor, MI
- 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)
- $2,074,436,821
- Total liabilities (EOY)
- $96,030,031
- Net assets (EOY)
- $1,978,406,790
- Total income / additions
- $193,344,769
- Benefits paid
- $0
- Administrative expenses
- $17,375,813
- Total expenses
- $17,375,813
- Net increase / (decrease)
- $175,968,956
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $3,108,572 | not reported in the loaded dataset |
| Goldman Sachs Asset Management | NONE | $1,424,764 | $0 |
| Northern Trust Company | NONE | $674,504 | $0 |
| Loomis Sayles & Co Lp | NONE | $483,857 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co Na | NONE | $410,645 | $0 |
| Whirlpool Corporation | PLAN SPONSOR | $72,439 | not reported in the loaded dataset |
| Blackrock Financial Management | NONE | $71,534 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | NONE | $66,540 | not reported in the loaded dataset |
| Bdo Seidman, Llp | NONE | $52,800 | not reported in the loaded dataset |
| Principal Life Insurance Co | NONE | $50,840 | $0 |
| Acadian Asset Mgmt LLC | NONE | $41,874 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $38,741 | $0 |