2023 Form 5500 filing — Cargill Investment 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 20241004092805NAL0023315170001) for Cargill Investment Plan, reported by Cargill, Incorporated under EIN 41-0177680 and plan number 013. It reports 12,829 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004092805NAL0023315170001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Cargill, Incorporated
- EIN
- 41-0177680
- Plan number
- 013
- Location
- Wayzata, MN
- Participants
- 12,829
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $505,322,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $505,322,458
- Employer contributions
- $16,908,389
- Participant contributions
- $32,226,632
- Total income / additions
- $126,636,047
- Benefits paid
- $45,008,718
- Administrative expenses
- $350,869
- Total expenses
- $45,383,118
- Net increase / (decrease)
- $81,252,929
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $206,882 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $123,343 | $0 |
| Kpmg Llp | NONE | $54,500 | not reported in the loaded dataset |
| Francis LLC | NONE | $18,000 | not reported in the loaded dataset |
| Francis Investment Counsel LLC | NONE | $15,000 | not reported in the loaded dataset |