2023 Form 5500 filing — Newell Brands Employee 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 20241002095243NAL0008108929001) for Newell Brands Employee Savings Plan, reported by Newell Operating Company under EIN 36-1953130 and plan number 012. It reports 26,743 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002095243NAL0008108929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Newell Operating Company
- EIN
- 36-1953130
- Plan number
- 012
- Location
- Atlanta, GA
- Participants
- 26,743
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,708,488,489
- Total liabilities (EOY)
- $205
- Net assets (EOY)
- $1,708,488,284
- Employer contributions
- $36,465,304
- Participant contributions
- $56,790,794
- Total income / additions
- $348,192,253
- Benefits paid
- $215,995,262
- Administrative expenses
- $1,422,397
- Total expenses
- $217,581,488
- Net increase / (decrease)
- $130,610,765
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $817,445 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $346,026 | not reported in the loaded dataset |
| Nepc, LLC | INVESTMENT ADVISOR | $144,408 | not reported in the loaded dataset |
| Forvis, Llp | ACCOUNTANT/AUDITOR | $86,514 | not reported in the loaded dataset |
| Newell Operating Company | ADMINISTRATIVE | $19,011 | not reported in the loaded dataset |
| Fisher & Phillips | ATTORNEY/LEGAL | $14,676 | not reported in the loaded dataset |