Peabody Investments Corp. Employee Retirement Account — 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. Employee Retirement Account is a benefit plan reported by Peabody Investments Corp. under EIN 20-0480084 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,680 participants and $808,843,988 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$808.8MPlan net assets, end of year$808,843,988
Participants4.7KCovered participants reported4,680
Assets / participant$172.8KComputed: assets ÷ participants$172,830 (computed)
Provider compensation$562.2K2 Schedule C provider row(s)$562,188
Plan sponsor
Peabody Investments Corp.
EIN
20-0480084
Plan number
003
Plan type
2
Location
St. Louis, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,680H, C20240930153943NAL0005745681001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$808.8M total assets
Net assets$808.8MLiabilities$0
Money in vs. money out
Total income / additions$173.6M
Total expenses$106.8M
Benefits paid / distributions$106.2M
Contributions
Employer$19.3M
Participant$28.2M
Full reported line items

Net assets

Total assets (EOY)
$808,843,988
Total liabilities (EOY)
$0
Net assets (EOY)
$808,843,988
Net assets (BOY)
$730,871,962

Income & contributions

Employer contributions
$19,260,821
Participant contributions
$28,169,923
Total contributions
$51,126,930
Total income / additions
$173,589,370

Expenses & distributions

Benefits paid
$106,230,498
Administrative expenses
$517,178
Total expenses
$106,751,685
Net increase / (decrease)
$66,837,685
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 41%Participant 59%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income61%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$365,478$02023
Vanguard Advisers, Inc.NONE$196,710not reported in the loaded dataset2023

Related Form 5500 pages