2023 Form 5500 filing — Kellanova Retiree Welfare Benefit 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 20241015132227NAL0048104256001) for Kellanova Retiree Welfare Benefit Plan, reported by Kellanova under EIN 38-0710690 and plan number 515. It reports 5,812 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132227NAL0048104256001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kellanova
- EIN
- 38-0710690
- Plan number
- 515
- Location
- Chicago, IL
- Participants
- 5,812
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $597,382,198
- Total liabilities (EOY)
- $4,484,842
- Net assets (EOY)
- $592,897,356
- Employer contributions
- $29,532,897
- Participant contributions
- $1,107,705
- Total income / additions
- $165,466,608
- Benefits paid
- $41,384,537
- Administrative expenses
- $8,716,012
- Total expenses
- $50,100,549
- Net increase / (decrease)
- $115,366,059
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Metropolitan Life Insurance Company | N/A | $2,204,546 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Michigan | N/A | $1,895,923 | not reported in the loaded dataset |
| Lifeworks (Us) Ltd. | N/A | $1,642,381 | not reported in the loaded dataset |
| Northern Trust Company | N/A | $729,523 | $0 |
| Morgan Stanley Investment Mgmt Ltd | N/A | $544,657 | not reported in the loaded dataset |
| Burgundy Asset Management | N/A | $309,066 | not reported in the loaded dataset |
| Sanderson Asset Management | N/A | $217,923 | $0 |
| Vulcan Value Partners | N/A | $186,932 | not reported in the loaded dataset |
| Pacific Investment Management Co | N/A | $145,170 | not reported in the loaded dataset |
| Western Asset Management | N/A | $143,520 | not reported in the loaded dataset |
| Willis Towers Watson | N/A | $121,000 | not reported in the loaded dataset |
| Nisa Investment Advisors | N/A | $102,580 | not reported in the loaded dataset |
| Coronation | N/A | $98,953 | not reported in the loaded dataset |
| Delta | N/A | $93,258 | $0 |
| Legal & General Investment | N/A | $62,838 | not reported in the loaded dataset |
| Epoch Investment Partners | N/A | $50,661 | not reported in the loaded dataset |
| Vision Service Plan | N/A | $14,977 | not reported in the loaded dataset |