2023 Form 5500 filing — 3m Employee Retirement Income 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 20241014162935NAL0045307808001) for 3m Employee Retirement Income Plan, reported by 3m Company under EIN 41-0417775 and plan number 002. It reports 58,878 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162935NAL0045307808001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- 3m Company
- EIN
- 41-0417775
- Plan number
- 002
- Location
- St. Paul, MN
- Participants
- 58,878
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,281,991,028
- Total liabilities (EOY)
- $1,076,283,212
- Net assets (EOY)
- $13,205,707,816
- Total income / additions
- $1,335,570,032
- Benefits paid
- $1,443,645,223
- Administrative expenses
- $77,244,140
- Total expenses
- $1,520,889,363
- Net increase / (decrease)
- -$185,319,331
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onex Falcon Investment Advisors, Ll | NONE | $0 | $10,534,600 |
| Loomis Sayles & Company | NONE | $7,026,981 | not reported in the loaded dataset |
| Nb Private Debt Fund Iii Lp | NONE | $907,724 | $2,059,768 |
| Willis Towers Watson | NONE | $2,890,140 | not reported in the loaded dataset |
| Pacific Investment Management Compa | NONE | $2,638,770 | $0 |
| Dodge & Cox | NONE | $1,794,732 | $0 |
| Aon Consulting Inc. | NONE | $1,756,377 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | NONE | $1,662,822 | not reported in the loaded dataset |
| 3m Company | PLAN SPONSOR | $1,637,568 | $2,523 |
| Nb Private Debt Fund Iv (A) Lp | NONE | $0 | $1,530,268 |
| Independent Franchise Partners (Fra | NONE | $1,454,652 | $0 |
| Wellington Management Company, Llp | NONE | $1,451,533 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $1,442,494 | $0 |
| Oaktree Strategic Credit | NONE | $1,324,679 | $0 |
| Western Asset | NONE | $1,306,562 | not reported in the loaded dataset |
| Doubleline Capital Lp | NONE | $1,290,293 | $0 |
| Hamilton Lane Advisors | NONE | $1,206,215 | $0 |
| Nb Pine Private Debt Lp | NONE | $0 | $1,205,726 |
| Arsenal Capital Management Lp | NONE | $0 | $987,029 |
| Prudential Long Cred | NONE | $963,637 | not reported in the loaded dataset |
| Baillie Gifford Overseas Ltd | NONE | $915,768 | $72 |
| Gso Capital Opportunities | NONE | $895,231 | not reported in the loaded dataset |
| Acadian | NONE | $794,372 | not reported in the loaded dataset |
| William Blair Investment Management | NONE | $651,379 | $0 |
| Brentwood | NONE | $583,569 | not reported in the loaded dataset |
| Legal & General Investment Manageme | NONE | $578,124 | not reported in the loaded dataset |
| Nxt Capital Senior Loan Fund V Feed | NONE | $0 | $356,855 |
| Nepc, LLC | NONE | $320,680 | not reported in the loaded dataset |
| White Deer Management LLC | NONE | $0 | $272,396 |
| Kpmg | NONE | $226,943 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | NONE | $205,484 | not reported in the loaded dataset |
| Steven Douglas Associates, LLC | NONE | $203,649 | not reported in the loaded dataset |
| Gso Energy Select Opportun'T Feeder | NONE | $159,757 | $0 |
| Ernst & Young U.S. Llp | NONE | $147,394 | not reported in the loaded dataset |
| Gso Cap Opportun'S Feeder Fund Iii | NONE | $88,615 | $0 |
| Burgiss Group LLC | NONE | $86,490 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $78,750 | not reported in the loaded dataset |
| Factset Research Systems, Inc. | NONE | $75,648 | not reported in the loaded dataset |
| Backstop Solutions Group, LLC | NONE | $63,476 | not reported in the loaded dataset |
| Sk Capital Partners Iii Lp C/O Sk C | NONE | $0 | $51,125 |
| Plante & Moran, Pllc | NONE | $45,260 | not reported in the loaded dataset |
| The Rock Creek Group | NONE | $36,043 | not reported in the loaded dataset |
| Mercer Investments LLC | NONE | $34,826 | not reported in the loaded dataset |
| Deloitte Consulting Llp | NONE | $31,654 | not reported in the loaded dataset |
| Starwood Ix | NONE | $22,065 | $0 |
| Bloomberg Finance Lp | NONE | $19,139 | not reported in the loaded dataset |
| Hedge Fund Research, Inc. (Hfr, Inc | NONE | $16,259 | $0 |
| Apollo St Fund Management LLC | NONE | $0 | $9,516 |
| Committee On Investment Of Employee | NONE | $6,948 | not reported in the loaded dataset |
| Tempo Holding Company, LLC (Alight) | NONE | $6,466 | not reported in the loaded dataset |