2023 Form 5500 filing — General Mills Retiree Health 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 20241111224005NAL0008927987001) for General Mills Retiree Health Plan, reported by General Mills, Inc. under EIN 41-0274440 and plan number 505. It reports 5,441 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241111224005NAL0008927987001
Filing year
2023
Form type
2
Plan sponsor
General Mills, Inc.
EIN
41-0274440
Plan number
505
Location
Minneapolis, MN
Participants
5,441
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$305,088,213
Total liabilities (EOY)
$20,223,918
Net assets (EOY)
$284,864,295
Employer contributions
$6,366,429
Participant contributions
$5,951,221
Total income / additions
$62,789,734
Benefits paid
$30,602,042
Administrative expenses
$4,747,536
Total expenses
$35,349,578
Net increase / (decrease)
$27,440,156
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Prudential Insurance Co Of AmericaNONE$2,940,646not reported in the loaded dataset
Alight SolutionsNONE$298,077not reported in the loaded dataset
General Mills, Inc.PLAN ADMINISTRATOR$223,686not reported in the loaded dataset
Kpmg, LlpNONE$81,833not reported in the loaded dataset
Hess Morgan House, LLCNONE$36,821not reported in the loaded dataset
The Bank Of New York MellonNONE$36,745not reported in the loaded dataset
CbizNONE$15,517not reported in the loaded dataset

Related Form 5500 pages