2023 Form 5500 filing — Kerry Inc. Savings 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 20241015110817NAL0028154401001) for Kerry Inc. Savings Plan, reported by Kerry Inc. under EIN 51-0274193 and plan number 002. It reports 7,604 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110817NAL0028154401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kerry Inc.
- EIN
- 51-0274193
- Plan number
- 002
- Location
- Beloit, WI
- Participants
- 7,604
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $544,699,161
- Total liabilities (EOY)
- $6,030
- Net assets (EOY)
- $544,693,131
- Employer contributions
- $19,388,628
- Participant contributions
- $26,738,162
- Total income / additions
- $134,368,753
- Benefits paid
- $65,079,191
- Administrative expenses
- $925,648
- Total expenses
- $66,056,379
- Net increase / (decrease)
- $68,312,374
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $481,855 | $0 |
| Empower Advisory Group, LLC | NONE | $341,763 | not reported in the loaded dataset |
| Mercer Investment Consulting Inc | NONE | $166,507 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | NONE | $147,280 | not reported in the loaded dataset |
| Thompson Hine Llp | NONE | $49,338 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $1,200 | not reported in the loaded dataset |