Wk Kellogg Co Retiree Welfare Benefit Plan — Form 5500 plan (Wk Kellogg Co)
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, Wk Kellogg Co Retiree Welfare Benefit Plan is a benefit plan reported by Wk Kellogg Co under EIN 92-1243173 and plan number 520. The latest loaded filing year is 2023. The filing reports 3,008 participants and $778,712,571 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wk Kellogg Co
- EIN
- 92-1243173
- Plan number
- 520
- Plan type
- 2
- Location
- Battle Creek, MI
- Latest filing year
- 2023
- Participants
- 3,008
- End-of-year plan assets
- $778,712,571
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,008 | H, C | 20241015153644NAL0050225312001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $778,712,571
- Total liabilities (EOY)
- $4,939,326
- Net assets (EOY)
- $773,773,245
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $12,975
- Total contributions
- $12,975
- Total income / additions
- $30,574,294
Expenses & distributions
- Benefits paid
- $8,531,374
- Administrative expenses
- $1,245,926
- Total expenses
- $9,777,300
- Net increase / (decrease)
- $20,796,994
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $695,000 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $193,256 | $0 | 2023 |
| Nisa Investment Advisors LLC | NONE | $135,243 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | NONE | $82,150 | not reported in the loaded dataset | 2023 |
| Lifeworks (Us) Ltd. | NONE | $38,746 | not reported in the loaded dataset | 2023 |
| Coronation | NONE | $31,698 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $26,885 | not reported in the loaded dataset | 2023 |
| Lisanti Captial Growth, LLC | NONE | $14,730 | not reported in the loaded dataset | 2023 |
| William Blair | NONE | $13,375 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co | NONE | $5,939 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wk Kellogg Co
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Battle Creek, MI
- Blue Cross Blue Shield — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Nisa Investment Advisors LLC — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Lifeworks (Us) Ltd. — Schedule C compensation
- Coronation — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Lisanti Captial Growth, LLC — Schedule C compensation
- William Blair — Schedule C compensation
- Pacific Investment Management Co — Schedule C compensation