Kpmg Partner Pension Plan — Form 5500 plan (Kpmg Llp)
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, Kpmg Partner Pension Plan is a benefit plan reported by Kpmg Llp under EIN 13-5565207 and plan number 018. The latest loaded filing year is 2023. The filing reports 3,418 participants and $1,780,659,077 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kpmg Llp
- EIN
- 13-5565207
- Plan number
- 018
- Plan type
- 2
- Location
- Montvale, NJ
- Latest filing year
- 2023
- Participants
- 3,418
- End-of-year plan assets
- $1,780,659,077
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,418 | H, C | 20241013212504NAL0042931904001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,780,659,077
- Total liabilities (EOY)
- $2,622,249
- Net assets (EOY)
- $1,778,036,828
- Net assets (BOY)
- $1,660,238,189
Income & contributions
- Employer contributions
- $152,077,612
- Total contributions
- $152,077,612
- Total income / additions
- $325,149,058
Expenses & distributions
- Benefits paid
- $204,912,938
- Administrative expenses
- $2,437,481
- Total expenses
- $207,350,419
- Net increase / (decrease)
- $117,798,639
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Goldman Sachs Asset Management | NONE | $584,910 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $524,455 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Company | NONE | $426,628 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co. | NONE | $300,205 | $0 | 2023 |
| Fidelity Institutional Asset Mgmt | NONE | $168,920 | $0 | 2023 |
| Grant Thornton Llp | NONE | $98,800 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $92,394 | $0 | 2023 |
| William Blair Funds | NONE | $83,381 | not reported in the loaded dataset | 2023 |
| Global Trust Company | NONE | $54,475 | not reported in the loaded dataset | 2023 |
| Willkie Farr & Gallagher | NONE | $29,796 | not reported in the loaded dataset | 2023 |
| Rvk, Inc | NONE | $26,250 | not reported in the loaded dataset | 2023 |
| Herron Palmer | NONE | $9,992 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kpmg Llp
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Montvale, NJ
- Goldman Sachs Asset Management — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- State Street Bank And Trust Company — Schedule C compensation
- Blackrock Institutional Trust Co. — Schedule C compensation
- Fidelity Institutional Asset Mgmt — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- William Blair Funds — Schedule C compensation
- Global Trust Company — Schedule C compensation
- Willkie Farr & Gallagher — Schedule C compensation
- Rvk, Inc — Schedule C compensation
- Herron Palmer — Schedule C compensation