Mckinsey & Company, Inc. Partner Cash Balance Plan — Form 5500 plan (Mckinsey & Company, Inc.)
Plain-English plan 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, Mckinsey & Company, Inc. Partner Cash Balance Plan is a benefit plan reported by Mckinsey & Company, Inc. under EIN 13-1826332 and plan number 012. The latest loaded filing year is 2023. The filing reports 1,336 participants and $441,065,060 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mckinsey & Company, Inc.
- EIN
- 13-1826332
- Plan number
- 012
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,336
- End-of-year plan assets
- $441,065,060
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,336 | H | 20241009084105NAL0018913009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $441,065,060
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $441,065,060
- Net assets (BOY)
- $344,610,307
Income & contributions
- Employer contributions
- $72,487,157
- Total contributions
- $72,487,157
- Total income / additions
- $115,250,128
Expenses & distributions
- Benefits paid
- $18,795,375
- Administrative expenses
- $0
- Total expenses
- $18,795,375
- Net increase / (decrease)
- $96,454,753
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.