2023 Form 5500 filing — Compass Group 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 20250509160427NAL0008856115001) for Compass Group Retirement Plan, reported by Compass Group Usa, Inc. under EIN 56-1874931 and plan number 007. It reports 248,590 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250509160427NAL0008856115001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Compass Group Usa, Inc.
- EIN
- 56-1874931
- Plan number
- 007
- Location
- Charlotte, NC
- Participants
- 248,590
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,091,248,663
- Total liabilities (EOY)
- $1,614,001
- Net assets (EOY)
- $2,089,634,662
- Employer contributions
- $57,246,636
- Participant contributions
- $206,830,363
- Total income / additions
- $581,455,977
- Benefits paid
- $186,523,416
- Administrative expenses
- $4,439,708
- Total expenses
- $191,396,073
- Net increase / (decrease)
- $390,059,904
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $3,892,700 | $0 |
| Aon | INVESTMENT ADVISOR | $100,000 | not reported in the loaded dataset |
| Forvis Mazars, Llp | ACCOUNTANT/AUDITOR | $13,650 | not reported in the loaded dataset |
| Smith & Downey, Pa | ATTORNEY/LEGAL | $7,560 | not reported in the loaded dataset |