Mosaic Combined U.S. Defined Benefit Pension Plan — Form 5500 plan (The Mosaic Company)

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 Combined U.S. Defined Benefit Pension Plan is a benefit plan reported by The Mosaic Company under EIN 20-1026454 and plan number 008. The latest loaded filing year is 2023. The filing reports 4,127 participants and $19,142,976 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Mosaic Company
EIN
20-1026454
Plan number
008
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
4,127
End-of-year plan assets
$19,142,976

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,127H, C20240909160746NAL0008036336001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,142,976
Total liabilities (EOY)
$18,389
Net assets (EOY)
$19,124,587
Net assets (BOY)
$15,077,208

Income & contributions

Total contributions
$0
Total income / additions
$5,087,314

Expenses & distributions

Benefits paid
$170,899
Administrative expenses
$869,036
Total expenses
$1,039,935
Net increase / (decrease)
$4,047,379

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon Consulting, Inc.NONE$296,751not reported in the loaded dataset2023
Russell Investments Trust CompanyNONE$213,828not reported in the loaded dataset2023

Related Form 5500 pages