2023 Form 5500 filing — Wk Kellogg Co 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 20241015153644NAL0050225312001) for Wk Kellogg Co Retiree Welfare Benefit Plan, reported by Wk Kellogg Co under EIN 92-1243173 and plan number 520. It reports 3,008 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153644NAL0050225312001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wk Kellogg Co
- EIN
- 92-1243173
- Plan number
- 520
- Location
- Battle Creek, MI
- Participants
- 3,008
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $778,712,571
- Total liabilities (EOY)
- $4,939,326
- Net assets (EOY)
- $773,773,245
- Employer contributions
- $12,975
- Total income / additions
- $30,574,294
- Benefits paid
- $8,531,374
- Administrative expenses
- $1,245,926
- Total expenses
- $9,777,300
- Net increase / (decrease)
- $20,796,994
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $695,000 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $193,256 | $0 |
| Nisa Investment Advisors LLC | NONE | $135,243 | not reported in the loaded dataset |
| Bdo Usa, P.C. | NONE | $82,150 | not reported in the loaded dataset |
| Lifeworks (Us) Ltd. | NONE | $38,746 | not reported in the loaded dataset |
| Coronation | NONE | $31,698 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $26,885 | not reported in the loaded dataset |
| Lisanti Captial Growth, LLC | NONE | $14,730 | not reported in the loaded dataset |
| William Blair | NONE | $13,375 | not reported in the loaded dataset |
| Pacific Investment Management Co | NONE | $5,939 | not reported in the loaded dataset |