2023 Form 5500 filing — S.C. Johnson & Son, Inc. Retiree Health Care 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 20241011141643NAL0022019233002) for S.C. Johnson & Son, Inc. Retiree Health Care Plan, reported by S.C. Johnson & Son, Inc. under EIN 39-0379990 and plan number 513. It reports 5,380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011141643NAL0022019233002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- S.C. Johnson & Son, Inc.
- EIN
- 39-0379990
- Plan number
- 513
- Location
- Racine, WI
- Participants
- 5,380
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $379,929,987
- Total liabilities (EOY)
- $28,934,690
- Net assets (EOY)
- $350,995,297
- Employer contributions
- $1,148,129
- Participant contributions
- $3,282,416
- Total income / additions
- $56,853,902
- Benefits paid
- $28,140,426
- Administrative expenses
- $571,339
- Total expenses
- $28,711,765
- Net increase / (decrease)
- $28,142,137
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust Company | TRUSTEE | $475,920 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $49,339 | $0 |
| Baker Tilly Us, Llp | ACCOUNTANT | $26,080 | not reported in the loaded dataset |
| Captrust Advisors | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset |