2023 Form 5500 filing — Kpmg Partner 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 20241013212504NAL0042931904001) for Kpmg Partner Pension Plan, reported by Kpmg Llp under EIN 13-5565207 and plan number 018. It reports 3,418 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013212504NAL0042931904001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kpmg Llp
- EIN
- 13-5565207
- Plan number
- 018
- Location
- Montvale, NJ
- Participants
- 3,418
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,780,659,077
- Total liabilities (EOY)
- $2,622,249
- Net assets (EOY)
- $1,778,036,828
- Employer contributions
- $152,077,612
- Total income / additions
- $325,149,058
- Benefits paid
- $204,912,938
- Administrative expenses
- $2,437,481
- Total expenses
- $207,350,419
- Net increase / (decrease)
- $117,798,639
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Goldman Sachs Asset Management | NONE | $584,910 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $524,455 | not reported in the loaded dataset |
| State Street Bank And Trust Company | NONE | $426,628 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co. | NONE | $300,205 | $0 |
| Fidelity Institutional Asset Mgmt | NONE | $168,920 | $0 |
| Grant Thornton Llp | NONE | $98,800 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $92,394 | $0 |
| William Blair Funds | NONE | $83,381 | not reported in the loaded dataset |
| Global Trust Company | NONE | $54,475 | not reported in the loaded dataset |
| Willkie Farr & Gallagher | NONE | $29,796 | not reported in the loaded dataset |
| Rvk, Inc | NONE | $26,250 | not reported in the loaded dataset |
| Herron Palmer | NONE | $9,992 | not reported in the loaded dataset |