Mckinsey Retirement Trust — Form 5500 plan (Mckinsey & Company, Inc.)
Plain-English plan 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, Mckinsey Retirement Trust is a benefit plan reported by Mckinsey & Company, Inc. under EIN 13-1826332 and plan number 017. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $11,430,969,718 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mckinsey & Company, Inc.
- EIN
- 13-1826332
- Plan number
- 017
- Plan type
- 4
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $11,430,969,718
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241009084219NAL0032231072001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,430,969,718
- Total liabilities (EOY)
- $15,076,505
- Net assets (EOY)
- $11,415,893,213
- Net assets (BOY)
- $10,000,446,120
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,155,925,738
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $7,319,605
- Total expenses
- $7,319,605
- Net increase / (decrease)
- $1,148,606,133
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Montalis Investment B.V. | NONE | $8,121,165 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank | NONE | $7,966,690 | not reported in the loaded dataset | 2023 |
| Mio Partners, Inc | SUBSIDIARY-REC DIRECT EX | $4,248,017 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $1,570,916 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $847,438 | $0 | 2023 |
| Baker Tilly Virchow Krause Llp | NONE | $254,517 | not reported in the loaded dataset | 2023 |
| Bny - Mellon Bank | NONE | $210,981 | $0 | 2023 |
| Sidley Austin Llp | NONE | $73,432 | not reported in the loaded dataset | 2023 |
| Deutsch Bank | NONE | $56,089 | not reported in the loaded dataset | 2023 |
| Fort Sheridan | NONE | $30,618 | not reported in the loaded dataset | 2023 |
| Bank Of America, N.A. | NONE | $25,853 | not reported in the loaded dataset | 2023 |
| Clear Glass Analytics Limited | NONE | $16,277 | not reported in the loaded dataset | 2023 |
| Carey Olsen | NONE | $12,592 | not reported in the loaded dataset | 2023 |
| Orrick, Herrington & Sutcliff Llp | NONE | $6,974 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mckinsey & Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Montalis Investment B.V. — Schedule C compensation
- Jp Morgan Chase Bank — Schedule C compensation
- Mio Partners, Inc — Schedule C compensation
- Northern Trust — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Baker Tilly Virchow Krause Llp — Schedule C compensation
- Bny - Mellon Bank — Schedule C compensation
- Sidley Austin Llp — Schedule C compensation
- Deutsch Bank — Schedule C compensation
- Fort Sheridan — Schedule C compensation
- Bank Of America, N.A. — Schedule C compensation
- Clear Glass Analytics Limited — Schedule C compensation
- Carey Olsen — Schedule C compensation
- Orrick, Herrington & Sutcliff Llp — Schedule C compensation