Peabody Investments Corp. Master Trust — Form 5500 plan (Peabody Investments Corp.)
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, Peabody Investments Corp. Master Trust is a benefit plan reported by Peabody Investments Corp. under EIN 20-0480084 and plan number 002. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $142,347,045 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peabody Investments Corp.
- EIN
- 20-0480084
- Plan number
- 002
- Plan type
- 4
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $142,347,045
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241014212159NAL0015556803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,347,045
- Total liabilities (EOY)
- $26,303,547
- Net assets (EOY)
- $116,043,498
- Net assets (BOY)
- $583,291,846
Income & contributions
- Total contributions
- $0
- Total income / additions
- $25,911,795
Expenses & distributions
- Benefits paid
- $421,157,296
- Administrative expenses
- $2,879,171
- Total expenses
- $424,036,467
- Net increase / (decrease)
- -$398,124,672
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $808,201 | not reported in the loaded dataset | 2023 |
| Mercer (Us) Inc. | NONE | $280,408 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, N.A. | NONE | $206,716 | $0 | 2023 |
| Aon Investments Usa, Inc. | NONE | $203,220 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors LLC | NONE | $145,735 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co | NONE | $106,368 | not reported in the loaded dataset | 2023 |
| Uhy Llp | NONE | $36,055 | not reported in the loaded dataset | 2023 |
| Fiduciary Counselors Inc. | NONE | $24,012 | not reported in the loaded dataset | 2023 |
| Holland & Knight Llp | NONE | $11,013 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peabody Investments Corp.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Willis Towers Watson Us LLC — Schedule C compensation
- Mercer (Us) Inc. — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Aon Investments Usa, Inc. — Schedule C compensation
- Nisa Investment Advisors LLC — Schedule C compensation
- Pacific Investment Management Co — Schedule C compensation
- Uhy Llp — Schedule C compensation
- Fiduciary Counselors Inc. — Schedule C compensation
- Holland & Knight Llp — Schedule C compensation