Kohler Co. Pension Plan — Form 5500 plan (Kohler Co. & Subsidiaries)
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, Kohler Co. Pension Plan is a benefit plan reported by Kohler Co. & Subsidiaries under EIN 39-0402810 and plan number 004. The latest loaded filing year is 2023. The filing reports 24,315 participants and $1,595,158,526 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kohler Co. & Subsidiaries
- EIN
- 39-0402810
- Plan number
- 004
- Plan type
- 2
- Location
- Kohler, WI
- Latest filing year
- 2023
- Participants
- 24,315
- End-of-year plan assets
- $1,595,158,526
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 24,315 | H, C | 20241014154148NAL0045146016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,595,158,526
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,595,158,526
- Net assets (BOY)
- $1,432,369,530
Income & contributions
- Total contributions
- $0
- Total income / additions
- $243,090,224
Expenses & distributions
- Benefits paid
- $66,754,653
- Administrative expenses
- $13,546,575
- Total expenses
- $80,301,228
- Net increase / (decrease)
- $162,788,996
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bmo Harris Bank N.A. | NONE | $212,343 | $0 | 2023 |
| Blackrock | NONE | $141,595 | $0 | 2023 |
| Heck Capital Advisors | NONE | $95,000 | not reported in the loaded dataset | 2023 |
| Francis Investment Counsel LLC | NONE | $59,547 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kohler Co. & Subsidiaries
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Kohler, WI
- Bmo Harris Bank N.A. — Schedule C compensation
- Blackrock — Schedule C compensation
- Heck Capital Advisors — Schedule C compensation
- Francis Investment Counsel LLC — Schedule C compensation