2023 Form 5500 filing — Kerry Inc. Employees Retirement 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 20241015144236NAL0030022705001) for Kerry Inc. Employees Retirement Plan, reported by Kerry Inc. under EIN 51-0274193 and plan number 001. It reports 1,671 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144236NAL0030022705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kerry Inc.
- EIN
- 51-0274193
- Plan number
- 001
- Location
- Beloit, WI
- Participants
- 1,671
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,501,787
- Total liabilities (EOY)
- $166,137
- Net assets (EOY)
- $72,335,650
- Employer contributions
- $1,464,961
- Total income / additions
- $9,597,744
- Benefits paid
- $5,320,792
- Administrative expenses
- $1,216,712
- Total expenses
- $6,537,504
- Net increase / (decrease)
- $3,060,240
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement | RETAINED BY EMPLOYER | $310,572 | $0 |
| Mercer Healh & Benefits LLC | RETAINED BY EMPLOYER | $173,541 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | RETAINED BY EMPLOYER | $93,810 | not reported in the loaded dataset |
| Thompson Hine Llp | RETAINED BY EMPLOYER | $13,773 | not reported in the loaded dataset |