Kellanova Retiree Welfare Benefit Plan — Form 5500 plan (Kellanova)
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, Kellanova Retiree Welfare Benefit Plan is a benefit plan reported by Kellanova under EIN 38-0710690 and plan number 515. The latest loaded filing year is 2023. The filing reports 5,812 participants and $597,382,198 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kellanova
- EIN
- 38-0710690
- Plan number
- 515
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 5,812
- End-of-year plan assets
- $597,382,198
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,812 | H, C | 20241015132227NAL0048104256001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $597,382,198
- Total liabilities (EOY)
- $4,484,842
- Net assets (EOY)
- $592,897,356
- Net assets (BOY)
- $1,230,507,548
Income & contributions
- Employer contributions
- $29,532,897
- Participant contributions
- $1,107,705
- Total contributions
- $6,341,250
- Total income / additions
- $165,466,608
Expenses & distributions
- Benefits paid
- $41,384,537
- Administrative expenses
- $8,716,012
- Total expenses
- $50,100,549
- Net increase / (decrease)
- $115,366,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | N/A | $2,204,546 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Michigan | N/A | $1,895,923 | not reported in the loaded dataset | 2023 |
| Lifeworks (Us) Ltd. | N/A | $1,642,381 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | N/A | $729,523 | $0 | 2023 |
| Morgan Stanley Investment Mgmt Ltd | N/A | $544,657 | not reported in the loaded dataset | 2023 |
| Burgundy Asset Management | N/A | $309,066 | not reported in the loaded dataset | 2023 |
| Sanderson Asset Management | N/A | $217,923 | $0 | 2023 |
| Vulcan Value Partners | N/A | $186,932 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co | N/A | $145,170 | not reported in the loaded dataset | 2023 |
| Western Asset Management | N/A | $143,520 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | N/A | $121,000 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors | N/A | $102,580 | not reported in the loaded dataset | 2023 |
| Coronation | N/A | $98,953 | not reported in the loaded dataset | 2023 |
| Delta | N/A | $93,258 | $0 | 2023 |
| Legal & General Investment | N/A | $62,838 | not reported in the loaded dataset | 2023 |
| Epoch Investment Partners | N/A | $50,661 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | N/A | $14,977 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kellanova
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Metropolitan Life Insurance Company — Schedule C compensation
- Blue Cross Blue Shield Of Michigan — Schedule C compensation
- Lifeworks (Us) Ltd. — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Morgan Stanley Investment Mgmt Ltd — Schedule C compensation
- Burgundy Asset Management — Schedule C compensation
- Sanderson Asset Management — Schedule C compensation
- Vulcan Value Partners — Schedule C compensation
- Pacific Investment Management Co — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Nisa Investment Advisors — Schedule C compensation
- Coronation — Schedule C compensation
- Delta — Schedule C compensation
- Legal & General Investment — Schedule C compensation
- Epoch Investment Partners — Schedule C compensation
- Vision Service Plan — Schedule C compensation