Mosaic Union Savings Plan — Form 5500 plan (The Mosaic Company)

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, Mosaic Union Savings Plan is a benefit plan reported by The Mosaic Company under EIN 20-1026454 and plan number 019. The latest loaded filing year is 2023. The filing reports 2,135 participants and $270,251,587 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Mosaic Company
EIN
20-1026454
Plan number
019
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
2,135
End-of-year plan assets
$270,251,587

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,135H, C20240709085223NAL0020642576001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$270,251,587
Total liabilities (EOY)
$0
Net assets (EOY)
$270,251,587
Net assets (BOY)
$254,855,017

Income & contributions

Employer contributions
$12,673,673
Participant contributions
$16,900,549
Total contributions
$29,574,222
Total income / additions
$63,830,520

Expenses & distributions

Benefits paid
$46,631,021
Administrative expenses
$280,068
Total expenses
$46,921,111
Net increase / (decrease)
$16,909,409

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$173,695not reported in the loaded dataset2023
Fidelity Investments Inst. Op. Co.RECORD KEEPER$106,322$02023

Related Form 5500 pages