2023 Form 5500 filing — Kpmg Pension 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 20241012155511NAL0024705793001) for Kpmg Pension Plan, reported by Kpmg Llp under EIN 13-5565207 and plan number 016. It reports 73,184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012155511NAL0024705793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kpmg Llp
- EIN
- 13-5565207
- Plan number
- 016
- Location
- Montvale, NJ
- Participants
- 73,184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,234,954,112
- Total liabilities (EOY)
- $72,836,488
- Net assets (EOY)
- $3,162,117,624
- Total income / additions
- $407,183,715
- Benefits paid
- $206,148,768
- Administrative expenses
- $38,043,866
- Total expenses
- $244,192,634
- Net increase / (decrease)
- $162,991,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | NONE | $4,508,487 | not reported in the loaded dataset |
| Goldman Sachs Asset Management | NONE | $1,215,503 | not reported in the loaded dataset |
| Pimco | NONE | $952,167 | $0 |
| State Street Bank And Trust Company | NONE | $677,732 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co. | NONE | $461,899 | $0 |
| Fidelity Institutional Asset Mgmt | NONE | $456,597 | $0 |
| William Blair Funds | NONE | $180,701 | not reported in the loaded dataset |
| Wellington Management | NONE | $175,701 | $0 |
| Grant Thornton | NONE | $98,800 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $91,645 | $0 |
| United Forms Finishing | NONE | $91,042 | not reported in the loaded dataset |
| Herron Palmer | NONE | $58,237 | not reported in the loaded dataset |
| Rvk, Inc. | NONE | $48,750 | not reported in the loaded dataset |
| Willkie Farr & Gallagher | NONE | $45,252 | not reported in the loaded dataset |
| Global Trust Company | NONE | $25,717 | $0 |
| Merrill Lynch, Pierce, Fenner | RECORDKEEPER | $18,008 | $0 |