2023 Form 5500 filing — Colgate-Palmolive Retirement Trust
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 20241015115345NAL0016283123001) for Colgate-Palmolive Retirement Trust, reported by Colgate-Palmolive Company under EIN 13-3191533 and plan number 100. 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).
- EFAST2 acknowledgement
- 20241015115345NAL0016283123001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Colgate-Palmolive Company
- EIN
- 13-3191533
- Plan number
- 100
- Location
- New York, NY
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,386,736,095
- Total liabilities (EOY)
- $58,580,205
- Net assets (EOY)
- $1,328,155,890
- Total income / additions
- $128,243,133
- Benefits paid
- $0
- Administrative expenses
- $6,360,561
- Total expenses
- $6,360,561
- Net increase / (decrease)
- $121,882,572
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | N/A | $1,264,546 | not reported in the loaded dataset |
| Pimco | N/A | $880,920 | $0 |
| Covington & Burling Llp | N/A | $863,954 | not reported in the loaded dataset |
| Nisa Investment Advisors, L.L.C. | N/A | $477,956 | not reported in the loaded dataset |
| Jp Morgan Chase Bank, Na | TRUSTEE | $311,077 | $45,052 |
| Acadian Asset Management | N/A | $343,805 | not reported in the loaded dataset |
| State Street Bank & Trust Company | TRUSTEE | $300,000 | not reported in the loaded dataset |
| Aon Investments Usa Inc | N/A | $268,620 | not reported in the loaded dataset |
| Franklin Templeton | N/A | $155,152 | $0 |
| Blackrock Inst. Trust Co., N.A. | N/A | $128,271 | not reported in the loaded dataset |
| Grant Thornton Llp | N/A | $79,850 | not reported in the loaded dataset |
| Gmo | N/A | $79,465 | $0 |
| Northern Trust Corporation | N/A | $64,747 | $0 |
| Ernst & Young Llp | N/A | $52,295 | not reported in the loaded dataset |
| Banco Popular De Puerto Rico | N/A | $27,406 | $0 |
| Morgan, Lewis & Brokius Llp | N/A | $24,822 | not reported in the loaded dataset |
| Groom Law Group, Chartered | N/A | $13,346 | not reported in the loaded dataset |