2023 Form 5500 filing — Retirement Plan For Employees Of S.C. Johnson & So
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 20240830155642NAL0014723569001) for Retirement Plan For Employees Of S.C. Johnson & So, reported by S.C. Johnson & Son, Inc. under EIN 39-0379990 and plan number 002. It reports 3,152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830155642NAL0014723569001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- S.C. Johnson & Son, Inc.
- EIN
- 39-0379990
- Plan number
- 002
- Location
- Racine, WI
- Participants
- 3,152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $439,891,909
- Total liabilities (EOY)
- $366,887
- Net assets (EOY)
- $439,525,022
- Total income / additions
- $35,740,204
- Benefits paid
- $41,777,877
- Administrative expenses
- $2,554,341
- Total expenses
- $44,332,218
- Net increase / (decrease)
- -$8,592,014
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | ACTUARY | $424,324 | not reported in the loaded dataset |
| Jp Morgan Chase | INVESTMENT MANAGER | $273,913 | not reported in the loaded dataset |
| Robert W. Baird And Company | INVESTMENT MANAGER | $248,346 | not reported in the loaded dataset |
| Garcia Hamilton & Associates, L.P. | INVESTMENT MANAGER | $203,163 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $154,227 | not reported in the loaded dataset |
| Captrust Advisors | INVESTMENT ADVISOR | $120,000 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | INVESTMENT MANAGER | $63,031 | not reported in the loaded dataset |
| Reams Asset Management | INVESTMENT MANAGER | $56,073 | not reported in the loaded dataset |
| Baker Tilly Us Llp | ACCOUNTANT | $19,500 | not reported in the loaded dataset |