Procter & Gamble Retiree Welfare Benefits Plan — Form 5500 plan (The Procter & Gamble 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, Procter & Gamble Retiree Welfare Benefits Plan is a benefit plan reported by The Procter & Gamble Company under EIN 31-0411980 and plan number 557. The latest loaded filing year is 2023. The filing reports 19,664 participants and $12,290,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Procter & Gamble Company
- EIN
- 31-0411980
- Plan number
- 557
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 19,664
- End-of-year plan assets
- $12,290,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,664 | H, C | 20250117113934NAL0050780194001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,290,768
- Total liabilities (EOY)
- $2,639,745
- Net assets (EOY)
- $9,651,023
- Net assets (BOY)
- $29,257,320
Income & contributions
- Employer contributions
- $7,568,800
- Participant contributions
- $48,188,609
- Total contributions
- $159,650,697
- Total income / additions
- $161,333,062
Expenses & distributions
- Benefits paid
- $176,309,607
- Administrative expenses
- $4,629,752
- Total expenses
- $180,939,359
- Net increase / (decrease)
- -$19,606,297
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Healthcare Insurance Company | NONE | $2,902,326 | not reported in the loaded dataset | 2023 |
| Cigna Health & Life Insurance Co. | NONE | $561,195 | $0 | 2023 |
| Metropolitan Life Insurance Company | NONE | $400,518 | not reported in the loaded dataset | 2023 |
| Best Doctors | NONE | $111,586 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Procter & Gamble Company
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- United Healthcare Insurance Company — Schedule C compensation
- Cigna Health & Life Insurance Co. — Schedule C compensation
- Metropolitan Life Insurance Company — Schedule C compensation
- Best Doctors — Schedule C compensation