2023 Form 5500 filing — Big Heart Pet Brands Retirement 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 20241015131811NAL0048083248001) for Big Heart Pet Brands Retirement Plan, reported by The J.M. Smucker Company under EIN 34-0538550 and plan number 202. It reports 2,620 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131811NAL0048083248001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The J.M. Smucker Company
- EIN
- 34-0538550
- Plan number
- 202
- Location
- Orrville, OH
- Participants
- 2,620
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,625,912
- Total liabilities (EOY)
- $2,500,000
- Net assets (EOY)
- $119,125,912
- Total income / additions
- $6,252,439
- Benefits paid
- $15,664,316
- Administrative expenses
- $4,255,510
- Total expenses
- $19,919,826
- Net increase / (decrease)
- -$13,667,387
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Towers Watson Delaware Inc | NONE | $688,963 | not reported in the loaded dataset |
| Sei Investments Company | NONE | $495,301 | not reported in the loaded dataset |
| Maloney + Novotny LLC | NONE | $42,500 | not reported in the loaded dataset |