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, Mosaic Investment Plan is a benefit plan reported by The Mosaic Company under EIN 20-1026454 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,864 participants and $790,536,875 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $790,536,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $790,536,875
- Net assets (BOY)
- $708,900,091
Income & contributions
- Employer contributions
- $29,833,481
- Participant contributions
- $28,045,381
- Total contributions
- $57,878,862
- Total income / additions
- $173,053,762
Expenses & distributions
- Benefits paid
- $92,545,388
- Administrative expenses
- $197,040
- Total expenses
- $92,929,817
- Net increase / (decrease)
- $80,123,945