2023 Form 5500 filing — Kraft Heinz Company Master Retirement Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240829121702NAL0013522721001) for Kraft Heinz Company Master Retirement Trust, reported by Kraft Heinz Foods Company under EIN 13-7192316 and plan number 059. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829121702NAL0013522721001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Kraft Heinz Foods Company
- EIN
- 13-7192316
- Plan number
- 059
- Location
- Pittsburgh, PA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,761,309,504
- Total liabilities (EOY)
- $597,088,315
- Net assets (EOY)
- $3,164,221,189
- Total income / additions
- $287,809,563
- Benefits paid
- $0
- Administrative expenses
- $13,473,109
- Total expenses
- $13,473,109
- Net increase / (decrease)
- $274,336,454
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Investment Management Co. | NONE | $2,354,124 | $0 |
| Fidelity Institutional Asset Mgmt | NONE | $2,241,662 | not reported in the loaded dataset |
| Willis Tower Watson | NONE | $2,145,935 | not reported in the loaded dataset |
| Cme Group Inc. | NONE | $1,631,634 | not reported in the loaded dataset |
| Pgim | NONE | $849,172 | not reported in the loaded dataset |
| Wellington Management Company Llp | NONE | $779,019 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $409,974 | not reported in the loaded dataset |
| Legal & General Investment | NONE | $70,598 | not reported in the loaded dataset |
| Crowe Llp | NONE | $49,350 | not reported in the loaded dataset |
| Banco Popular De Puerto Rico | NONE | $42,468 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius | NONE | $22,285 | not reported in the loaded dataset |
| Alterity Group LLC | NONE | $16,276 | not reported in the loaded dataset |
| Alight Solutions | NONE | $10,560 | not reported in the loaded dataset |