2023 Form 5500 filing — The J.M. Smucker Company Employee Savings 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 20241014155520NAL0054311986001) for The J.M. Smucker Company Employee Savings Plan, reported by The J.M. Smucker Company under EIN 34-0538550 and plan number 011. It reports 9,522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155520NAL0054311986001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The J.M. Smucker Company
- EIN
- 34-0538550
- Plan number
- 011
- Location
- Orrville, OH
- Participants
- 9,522
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,273,661,081
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,273,661,081
- Employer contributions
- $37,482,841
- Participant contributions
- $47,289,828
- Total income / additions
- $264,434,166
- Benefits paid
- $203,763,103
- Administrative expenses
- $330,774
- Total expenses
- $204,285,246
- Net increase / (decrease)
- $60,148,920
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $240,267 | $0 |
| Sei Investments | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset |
| Willis Towers Watson | CONSULTANT | $26,000 | not reported in the loaded dataset |
| Maloney Novotny | ACCOUNTANT/AUDITOR | $25,000 | not reported in the loaded dataset |