2023 Form 5500 filing — Nestle Retiree Medical Reimbursement Account 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 20241015122515NAL0028411441001) for Nestle Retiree Medical Reimbursement Account Plan, reported by Nestle Usa, Inc. under EIN 95-1572209 and plan number 609. It reports 5,957 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122515NAL0028411441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nestle Usa, Inc.
- EIN
- 95-1572209
- Plan number
- 609
- Location
- Solon, OH
- Participants
- 5,957
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,876,161
- Net assets (EOY)
- $108,876,161
- Employer contributions
- $22,136,704
- Total income / additions
- $131,153,232
- Benefits paid
- $22,136,704
- Administrative expenses
- $140,367
- Total expenses
- $22,277,071
- Net increase / (decrease)
- $108,876,161
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legal & General Invst Mgmt America | NONE | $77,311 | not reported in the loaded dataset |
| Russell Investments Capital, LLC | NONE | $37,500 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $15,556 | not reported in the loaded dataset |
| Kpmg | NONE | $10,000 | not reported in the loaded dataset |