2023 Form 5500 filing — The General Mills Retiree Health Plan For Union Employees

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 20241111223422NAL0008922979001) for The General Mills Retiree Health Plan For Union Employees, reported by General Mills, Inc. under EIN 41-0274440 and plan number 508. It reports 11,796 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$30MReported net assets$30,031,027
Participants11.8K11,796
Provider compensation$117.8K5 Schedule C row(s)$117,760
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241111223422NAL0008922979001
Plan sponsor
General Mills, Inc.
EIN
41-0274440
Plan number
508
Location
Minneapolis, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$88.7M total assets
Net assets$30MLiabilities$58.7M
Money in vs. money out
Total income / additions$49.9M
Total expenses$193.6M
Benefits paid / distributions$182.4M
Contributions
Employer$9.9M
Participant$34.7M
Full reported line items
Total assets (EOY)
$88,731,184
Total liabilities (EOY)
$58,700,157
Net assets (EOY)
$30,031,027
Employer contributions
$9,886,124
Participant contributions
$34,682,024
Total income / additions
$49,883,870
Benefits paid
$182,409,171
Administrative expenses
$11,173,727
Total expenses
$193,582,898
Net increase / (decrease)
-$143,699,028
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $37.1K
  2. 2
    NONE · Direct $27.6K
  3. 3
    Cbiz$26.5K
    NONE · Direct $26.5K
  4. 4
    Kpmg, Llp$13.7K
    NONE · Direct $13.7K
  5. 5
    PLAN ADMINISTRATOR · Direct $12.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241111223422NAL0008922979001 cover?
It is the 2023 Form 5500 filing for The General Mills Retiree Health Plan For Union Employees, reported by General Mills, Inc. (EIN 41-0274440).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages