2023 Form 5500 filing — The General Mills Retiree Health Plan For Union Employees (65+)
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 20241111223600NAL0009515587001) for The General Mills Retiree Health Plan For Union Employees (65+), reported by General Mills, Inc. under EIN 41-0274440 and plan number 509. It reports 2,405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241111223600NAL0009515587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- General Mills, Inc.
- EIN
- 41-0274440
- Plan number
- 509
- Location
- Minneapolis, MN
- Participants
- 2,405
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $154,007,680
- Total liabilities (EOY)
- $1,673,093
- Net assets (EOY)
- $152,334,587
- Employer contributions
- $99,068
- Participant contributions
- $33,821
- Total income / additions
- $5,023,116
- Benefits paid
- $4,741,790
- Administrative expenses
- $463,908
- Total expenses
- $5,205,698
- Net increase / (decrease)
- -$182,582
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Bank Of New York Mellon | NONE | $201,846 | not reported in the loaded dataset |
| Kpmg, Llp | NONE | $76,948 | not reported in the loaded dataset |
| General Mills, Inc. | PLAN ADMINISTRATOR | $71,351 | not reported in the loaded dataset |
| Alight Solutions | NONE | $63,171 | not reported in the loaded dataset |
| Cbiz | NONE | $14,575 | not reported in the loaded dataset |