Plan5500

Kerry Inc. Employees Retirement Plan — Form 5500 plan (Kerry Inc.)

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, Kerry Inc. Employees Retirement Plan is a benefit plan reported by Kerry Inc. under EIN 51-0274193 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,671 participants and $72,501,787 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kerry Inc.
EIN
51-0274193
Plan number
001
Plan type
2
Location
Beloit, WI
Latest filing year
2023
Participants
1,671
End-of-year plan assets
$72,501,787

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,671H, C20241015144236NAL0030022705001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$72,501,787
Total liabilities (EOY)
$166,137
Net assets (EOY)
$72,335,650
Net assets (BOY)
$69,275,410

Income & contributions

Employer contributions
$1,464,961
Total contributions
$1,464,961
Total income / additions
$9,597,744

Expenses & distributions

Benefits paid
$5,320,792
Administrative expenses
$1,216,712
Total expenses
$6,537,504
Net increase / (decrease)
$3,060,240

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock RetirementRETAINED BY EMPLOYER$310,572$02023
Mercer Healh & Benefits LLCRETAINED BY EMPLOYER$173,541not reported in the loaded dataset2023
Pricewaterhousecoopers LlpRETAINED BY EMPLOYER$93,810not reported in the loaded dataset2023
Thompson Hine LlpRETAINED BY EMPLOYER$13,773not reported in the loaded dataset2023

Related Form 5500 pages