Big Heart Pet Brands Retirement Plan — Form 5500 plan (The J.M. Smucker 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, Big Heart Pet Brands Retirement Plan is a benefit plan reported by The J.M. Smucker Company under EIN 34-0538550 and plan number 202. The latest loaded filing year is 2023. The filing reports 2,620 participants and $121,625,912 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The J.M. Smucker Company
EIN
34-0538550
Plan number
202
Plan type
2
Location
Orrville, OH
Latest filing year
2023
Participants
2,620
End-of-year plan assets
$121,625,912

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,620H, C20241015131811NAL0048083248001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$121,625,912
Total liabilities (EOY)
$2,500,000
Net assets (EOY)
$119,125,912
Net assets (BOY)
$132,793,299

Income & contributions

Total contributions
$0
Total income / additions
$6,252,439

Expenses & distributions

Benefits paid
$15,664,316
Administrative expenses
$4,255,510
Total expenses
$19,919,826
Net increase / (decrease)
-$13,667,387

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Towers Watson Delaware IncNONE$688,963not reported in the loaded dataset2023
Sei Investments CompanyNONE$495,301not reported in the loaded dataset2023
Maloney + Novotny LLCNONE$42,500not reported in the loaded dataset2023

Related Form 5500 pages