Kpmg Pension Plan — Form 5500 plan (Kpmg Llp)
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, Kpmg Pension Plan is a benefit plan reported by Kpmg Llp under EIN 13-5565207 and plan number 016. The latest loaded filing year is 2023. The filing reports 73,184 participants and $3,234,954,112 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kpmg Llp
- EIN
- 13-5565207
- Plan number
- 016
- Plan type
- 2
- Location
- Montvale, NJ
- Latest filing year
- 2023
- Participants
- 73,184
- End-of-year plan assets
- $3,234,954,112
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 73,184 | H, C | 20241012155511NAL0024705793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,234,954,112
- Total liabilities (EOY)
- $72,836,488
- Net assets (EOY)
- $3,162,117,624
- Net assets (BOY)
- $2,999,126,543
Income & contributions
- Total income / additions
- $407,183,715
Expenses & distributions
- Benefits paid
- $206,148,768
- Administrative expenses
- $38,043,866
- Total expenses
- $244,192,634
- Net increase / (decrease)
- $162,991,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | NONE | $4,508,487 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Asset Management | NONE | $1,215,503 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $952,167 | $0 | 2023 |
| State Street Bank And Trust Company | NONE | $677,732 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co. | NONE | $461,899 | $0 | 2023 |
| Fidelity Institutional Asset Mgmt | NONE | $456,597 | $0 | 2023 |
| William Blair Funds | NONE | $180,701 | not reported in the loaded dataset | 2023 |
| Wellington Management | NONE | $175,701 | $0 | 2023 |
| Grant Thornton | NONE | $98,800 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $91,645 | $0 | 2023 |
| United Forms Finishing | NONE | $91,042 | not reported in the loaded dataset | 2023 |
| Herron Palmer | NONE | $58,237 | not reported in the loaded dataset | 2023 |
| Rvk, Inc. | NONE | $48,750 | not reported in the loaded dataset | 2023 |
| Willkie Farr & Gallagher | NONE | $45,252 | not reported in the loaded dataset | 2023 |
| Global Trust Company | NONE | $25,717 | $0 | 2023 |
| Merrill Lynch, Pierce, Fenner | RECORDKEEPER | $18,008 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kpmg Llp
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Montvale, NJ
- Willis Towers Watson — Schedule C compensation
- Goldman Sachs Asset Management — Schedule C compensation
- Pimco — Schedule C compensation
- State Street Bank And Trust Company — Schedule C compensation
- Blackrock Institutional Trust Co. — Schedule C compensation
- Fidelity Institutional Asset Mgmt — Schedule C compensation
- William Blair Funds — Schedule C compensation
- Wellington Management — Schedule C compensation
- Grant Thornton — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- United Forms Finishing — Schedule C compensation
- Herron Palmer — Schedule C compensation
- Rvk, Inc. — Schedule C compensation
- Willkie Farr & Gallagher — Schedule C compensation
- Global Trust Company — Schedule C compensation
- Merrill Lynch, Pierce, Fenner — Schedule C compensation