2023 Form 5500 filing — Nestle In The Usa Savings Trust
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 20241004105416NAL0019485616001) for Nestle In The Usa Savings Trust, reported by Nestle Usa, Inc. Savings Plan Administration under EIN 95-1572209 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004105416NAL0019485616001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Nestle Usa, Inc. Savings Plan Administration
- EIN
- 95-1572209
- Plan number
- 001
- Location
- Solon, OH
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,943,851,239
- Total liabilities (EOY)
- $1,644,382
- Net assets (EOY)
- $6,942,206,857
- Total income / additions
- $1,006,896,878
- Benefits paid
- $0
- Administrative expenses
- $6,151,451
- Total expenses
- $6,151,451
- Net increase / (decrease)
- $1,000,745,427
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Institutional Plan Services | NONE | $2,212,727 | $0 |
| Blackrock Institutional Trust Co. | NONE | $1,684,629 | not reported in the loaded dataset |
| Invesco | NONE | $826,434 | $0 |
| Northern Trust Company | NONE | $512,522 | not reported in the loaded dataset |
| Nestle Usa | EMPLOYER | $389,290 | not reported in the loaded dataset |
| Financial Finesse | NONE | $198,155 | not reported in the loaded dataset |
| Ernst & Young | NONE | $127,790 | not reported in the loaded dataset |
| Russell Investments | NONE | $56,114 | not reported in the loaded dataset |
| Calfee, Halter & Griswold, Llp | NONE | $54,995 | not reported in the loaded dataset |
| Russell Investment Management, LLC | NONE | $53,955 | not reported in the loaded dataset |
| Hueler Investment Services, Inc. | NONE | $25,000 | not reported in the loaded dataset |
| Alvarez And Marsal Tax | NONE | $10,234 | not reported in the loaded dataset |