Yum Brands Retirement Plan — Form 5500 plan (Yum Brands, 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, Yum Brands Retirement Plan is a benefit plan reported by Yum Brands, Inc. under EIN 13-3951308 and plan number 333. The latest loaded filing year is 2023. The filing reports 20,409 participants and $734,224,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yum Brands, Inc.
- EIN
- 13-3951308
- Plan number
- 333
- Plan type
- 3
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 20,409
- End-of-year plan assets
- $734,224,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,409 | H, C | 20241014162552NAL0054419090001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $734,224,000
- Total liabilities (EOY)
- $54,532,000
- Net assets (EOY)
- $679,692,000
- Net assets (BOY)
- $664,248,000
Income & contributions
- Total contributions
- $0
- Total income / additions
- $53,317,000
Expenses & distributions
- Benefits paid
- $30,821,000
- Administrative expenses
- $7,052,000
- Total expenses
- $37,873,000
- Net increase / (decrease)
- $15,444,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Towers Watson Investment Service | NONE | $609,310 | $0 | 2023 |
| Northern Trust Company | NONE | $382,539 | not reported in the loaded dataset | 2023 |
| Conduent Hr Services, LLC | NONE | $215,981 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors L.L.C. | NONE | $200,000 | $0 | 2023 |
| Pacific Investment Management Co | NONE | $197,303 | $0 | 2023 |
| Mercer | NONE | $164,974 | not reported in the loaded dataset | 2023 |
| State Street Research & Management | NONE | $24,569 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Yum Brands, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Towers Watson Investment Service — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Conduent Hr Services, LLC — Schedule C compensation
- Nisa Investment Advisors L.L.C. — Schedule C compensation
- Pacific Investment Management Co — Schedule C compensation
- Mercer — Schedule C compensation
- State Street Research & Management — Schedule C compensation