2023 Form 5500 filing — General Mills Group Trust-Pooled Credit Fund

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 20241015095035NAL0016086947001) for General Mills Group Trust-Pooled Credit Fund, reported by General Mills, Inc. under EIN 41-1939866 and plan number 047. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$1.4BReported net assets$1,378,398,521
ParticipantsNot reported
Provider compensation$1.4M2 Schedule C row(s)$1,386,139
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015095035NAL0016086947001
Plan sponsor
General Mills, Inc.
EIN
41-1939866
Plan number
047
Location
Minneapolis, MN
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.4B total assets
Net assets$1.4BLiabilities$1.5M
Money in vs. money out
Total income / additions$169.5M
Total expenses$1.4M
Benefits paid / distributions$0
Full reported line items
Total assets (EOY)
$1,379,926,178
Total liabilities (EOY)
$1,527,657
Net assets (EOY)
$1,378,398,521
Total income / additions
$169,516,045
Benefits paid
$0
Administrative expenses
$1,388,039
Total expenses
$1,388,039
Net increase / (decrease)
$168,128,006

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Nisa Investment Advisors, LLCNONE$1,044,836not reported in the loaded dataset
Voya Investment Management CompanyNONE$341,303$0

Related Form 5500 pages