2023 Form 5500 filing — Hormel Foods Corp. Master Defined Benefit Trust
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 20250811143847NAL0016506018001) for Hormel Foods Corp. Master Defined Benefit Trust, reported by Hormel Foods Corporation under EIN 27-1536054 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250811143847NAL0016506018001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Hormel Foods Corporation
- EIN
- 27-1536054
- Plan number
- 001
- Location
- Austin, MN
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,317,422,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,317,422,742
- Total income / additions
- $209,118,306
- Benefits paid
- $5,814
- Administrative expenses
- $1,267,385
- Total expenses
- $1,273,199
- Net increase / (decrease)
- $207,845,107
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Metlife Investment Management Holdi | NONE | $357,391 | not reported in the loaded dataset |
| Peg Management | NONE | $279,426 | not reported in the loaded dataset |
| Parametric Portfolio Associates | NONE | $232,391 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | NONE | $202,443 | not reported in the loaded dataset |
| Legal And General | NONE | $160,845 | not reported in the loaded dataset |
| Jpm Peg Global Pe Inst Invest Vi | NONE | $98,703 | not reported in the loaded dataset |
| Abglobal Core Equity Series | NONE | $74,723 | not reported in the loaded dataset |
| Ssga Daily Msci Emg Mkts Indx Ni Fu | NONE | $22,683 | not reported in the loaded dataset |
| Ssga Us Aggregate Bond Index | NONE | $20,253 | not reported in the loaded dataset |
| Ssga Daily Msci Eafe Index Ni Fund | NONE | $16,207 | not reported in the loaded dataset |
| Ssga Russell 3000 | NONE | $14,593 | not reported in the loaded dataset |
| Rhumbline Qsi Index Fund | NONE | $14,525 | not reported in the loaded dataset |