Mars, Incorporated Retiree Health Care And Life Plan — Form 5500 plan (Mars, Incorporated)
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, Mars, Incorporated Retiree Health Care And Life Plan is a benefit plan reported by Mars, Incorporated under EIN 22-1594774 and plan number 501. The latest loaded filing year is 2023. The filing reports 8,400 participants and $21,311,579 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mars, Incorporated
- EIN
- 22-1594774
- Plan number
- 501
- Plan type
- 2
- Location
- Hackettstown, NJ
- Latest filing year
- 2023
- Participants
- 8,400
- End-of-year plan assets
- $21,311,579
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,400 | H, C | 20241008135313NAL0033983874001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,311,579
- Total liabilities (EOY)
- $2,419,384
- Net assets (EOY)
- $18,892,195
- Net assets (BOY)
- $19,546,333
Income & contributions
- Employer contributions
- $1,887,510
- Participant contributions
- $8,716,362
- Total contributions
- $10,603,872
- Total income / additions
- $14,108,368
Expenses & distributions
- Benefits paid
- $12,672,580
- Administrative expenses
- $2,089,926
- Total expenses
- $14,762,506
- Net increase / (decrease)
- -$654,138
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conduent | NONE | $680,409 | not reported in the loaded dataset | 2023 |
| Aetna | NONE | $604,942 | not reported in the loaded dataset | 2023 |
| Pwc Us Tax Llp | NONE | $105,050 | not reported in the loaded dataset | 2023 |
| Pwc | NONE | $62,999 | not reported in the loaded dataset | 2023 |
| Strategic Investment Group | INVESTMENT ADVISOR | $23,355 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Northern Trust | TRUSTEE | $12,634 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mars, Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hackettstown, NJ
- Conduent — Schedule C compensation
- Aetna — Schedule C compensation
- Pwc Us Tax Llp — Schedule C compensation
- Pwc — Schedule C compensation
- Strategic Investment Group — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Northern Trust — Schedule C compensation