2023 Form 5500 filing — U.S. Associate Savings Plan
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 20241002092346NAL0004686371001) for U.S. Associate Savings Plan, reported by Mars, Incorporated under EIN 22-1594774 and plan number 004. It reports 19,091 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002092346NAL0004686371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mars, Incorporated
- EIN
- 22-1594774
- Plan number
- 004
- Location
- Hackettstown, NJ
- Participants
- 19,091
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,964,444,756
- Total liabilities (EOY)
- $4,494
- Net assets (EOY)
- $2,964,440,262
- Employer contributions
- $98,320,472
- Participant contributions
- $142,379,628
- Total income / additions
- $700,639,839
- Benefits paid
- $186,724,484
- Administrative expenses
- $1,761,452
- Total expenses
- $189,030,585
- Net increase / (decrease)
- $511,609,254
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $904,670 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $842,091 | not reported in the loaded dataset |
| Lcg Associates Inc. | INVESTMENT ADVISOR | $17,651 | not reported in the loaded dataset |