2023 Form 5500 filing — Graco Employee Retirement Plan - Blue
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 20240916163200NAL0001768545001) for Graco Employee Retirement Plan - Blue, reported by Graco Inc. under EIN 41-0285640 and plan number 008. It reports 1,007 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916163200NAL0001768545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Graco Inc.
- EIN
- 41-0285640
- Plan number
- 008
- Location
- Minneapolis, MN
- Participants
- 1,007
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $127,392,716
- Total liabilities (EOY)
- $2,166,964
- Net assets (EOY)
- $125,225,752
- Employer contributions
- $20,000,000
- Total income / additions
- $35,939,628
- Benefits paid
- $157,796,516
- Administrative expenses
- $1,413,220
- Total expenses
- $159,209,736
- Net increase / (decrease)
- -$123,270,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Investment Management | NONE | $1,117,207 | not reported in the loaded dataset |
| Mercer(Us)Inc | NONE | $164,585 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | NONE | $55,832 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $21,525 | not reported in the loaded dataset |