2023 Form 5500 filing — Mckinsey Retirement 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 20241009084219NAL0032231072001) for Mckinsey Retirement Trust, reported by Mckinsey & Company, Inc. under EIN 13-1826332 and plan number 017. 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
- 20241009084219NAL0032231072001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Mckinsey & Company, Inc.
- EIN
- 13-1826332
- Plan number
- 017
- Location
- New York, NY
- 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)
- $11,430,969,718
- Total liabilities (EOY)
- $15,076,505
- Net assets (EOY)
- $11,415,893,213
- Total income / additions
- $1,155,925,738
- Benefits paid
- $0
- Administrative expenses
- $7,319,605
- Total expenses
- $7,319,605
- Net increase / (decrease)
- $1,148,606,133
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Montalis Investment B.V. | NONE | $8,121,165 | not reported in the loaded dataset |
| Jp Morgan Chase Bank | NONE | $7,966,690 | not reported in the loaded dataset |
| Mio Partners, Inc | SUBSIDIARY-REC DIRECT EX | $4,248,017 | not reported in the loaded dataset |
| Northern Trust | NONE | $1,570,916 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $847,438 | $0 |
| Baker Tilly Virchow Krause Llp | NONE | $254,517 | not reported in the loaded dataset |
| Bny - Mellon Bank | NONE | $210,981 | $0 |
| Sidley Austin Llp | NONE | $73,432 | not reported in the loaded dataset |
| Deutsch Bank | NONE | $56,089 | not reported in the loaded dataset |
| Fort Sheridan | NONE | $30,618 | not reported in the loaded dataset |
| Bank Of America, N.A. | NONE | $25,853 | not reported in the loaded dataset |
| Clear Glass Analytics Limited | NONE | $16,277 | not reported in the loaded dataset |
| Carey Olsen | NONE | $12,592 | not reported in the loaded dataset |
| Orrick, Herrington & Sutcliff Llp | NONE | $6,974 | not reported in the loaded dataset |