Mckee Foods Retirement Plan — Form 5500 plan (Mckee Foods Corporation)
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, Mckee Foods Retirement Plan is a benefit plan reported by Mckee Foods Corporation under EIN 62-0450611 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,330 participants and $1,004,958,625 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mckee Foods Corporation
- EIN
- 62-0450611
- Plan number
- 001
- Plan type
- 2
- Location
- Collegedale, TN
- Latest filing year
- 2023
- Participants
- 8,330
- End-of-year plan assets
- $1,004,958,625
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,330 | H, C | 20250401114338NAL0003983971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,004,958,625
- Net assets (EOY)
- $1,004,958,625
- Net assets (BOY)
- $955,819,634
Income & contributions
- Employer contributions
- $27,144,513
- Participant contributions
- $42,798,948
- Total contributions
- $71,785,005
- Total income / additions
- $188,172,129
Expenses & distributions
- Benefits paid
- $137,904,024
- Administrative expenses
- $1,127,118
- Total expenses
- $139,033,138
- Net increase / (decrease)
- $49,138,991
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $652,325 | not reported in the loaded dataset | 2023 |
| American Trust Company | NONE | $277,730 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $89,250 | not reported in the loaded dataset | 2023 |
| New England Pension Consultants,Inc | NONE | $85,897 | not reported in the loaded dataset | 2023 |
| North Pier Fiduciary Managemen | NONE | $82,054 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $14,210 | $0 | 2023 |
| Evergreen Advisors LLC | NONE | $12,077 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mckee Foods Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Collegedale, TN
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- American Trust Company — Schedule C compensation
- Fisher Investments — Schedule C compensation
- New England Pension Consultants,Inc — Schedule C compensation
- North Pier Fiduciary Managemen — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Evergreen Advisors LLC — Schedule C compensation