Whirlpool Corporation And Subsidiary Employees' Retirement Trust — Form 5500 plan (Whirlpool Corporation)
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, Whirlpool Corporation And Subsidiary Employees' Retirement Trust is a benefit plan reported by Whirlpool Corporation under EIN 36-6541950 and plan number 003. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $2,074,436,821 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whirlpool Corporation
- EIN
- 36-6541950
- Plan number
- 003
- Plan type
- 4
- Location
- Benton Harbor, MI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $2,074,436,821
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015094846NAL0047254080001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,074,436,821
- Total liabilities (EOY)
- $96,030,031
- Net assets (EOY)
- $1,978,406,790
- Net assets (BOY)
- $2,069,109,892
Income & contributions
- Total contributions
- $0
- Total income / additions
- $193,344,769
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $17,375,813
- Total expenses
- $17,375,813
- Net increase / (decrease)
- $175,968,956
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $3,108,572 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Asset Management | NONE | $1,424,764 | $0 | 2023 |
| Northern Trust Company | NONE | $674,504 | $0 | 2023 |
| Loomis Sayles & Co Lp | NONE | $483,857 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co Na | NONE | $410,645 | $0 | 2023 |
| Whirlpool Corporation | PLAN SPONSOR | $72,439 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management | NONE | $71,534 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw Llp | NONE | $66,540 | not reported in the loaded dataset | 2023 |
| Bdo Seidman, Llp | NONE | $52,800 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Co | NONE | $50,840 | $0 | 2023 |
| Acadian Asset Mgmt LLC | NONE | $41,874 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $38,741 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Whirlpool Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Benton Harbor, MI
- Willis Towers Watson Us LLC — Schedule C compensation
- Goldman Sachs Asset Management — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Loomis Sayles & Co Lp — Schedule C compensation
- Blackrock Institutional Trust Co Na — Schedule C compensation
- Whirlpool Corporation — Schedule C compensation
- Blackrock Financial Management — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation
- Bdo Seidman, Llp — Schedule C compensation
- Principal Life Insurance Co — Schedule C compensation
- Acadian Asset Mgmt LLC — Schedule C compensation
- State Street Global Advisors — Schedule C compensation