2023 Form 5500 filing — Retirement Plan For Employees Of Ben E. Keith Company And Its Affiliates
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 20250411104500NAL0038043840001) for Retirement Plan For Employees Of Ben E. Keith Company And Its Affiliates, reported by Ben E. Keith Company under EIN 75-0372230 and plan number 001. It reports 5,405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411104500NAL0038043840001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ben E. Keith Company
- EIN
- 75-0372230
- Plan number
- 001
- Location
- Fort Worth, TX
- Participants
- 5,405
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $434,702,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $434,702,701
- Total income / additions
- $13,482,601
- Benefits paid
- $14,702,727
- Administrative expenses
- $2,530,802
- Total expenses
- $17,233,529
- Net increase / (decrease)
- -$3,750,928
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Investments Usa Inc | NONE | $793,631 | $0 |
| Aon Consulting | NONE | $406,788 | not reported in the loaded dataset |
| J.P. Morgan Chase | NONE | $326,330 | $0 |
| Willis Towers Watson | NONE | $196,937 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $125,426 | $0 |
| Parametric | NONE | $103,189 | not reported in the loaded dataset |
| Whitley Penn, Llp | NONE | $43,810 | not reported in the loaded dataset |
| State Street Research & Mgmt Co | NONE | $15,683 | not reported in the loaded dataset |