Dow Retirement Group Trust - Global Equity — Form 5500 plan (The Dow Chemical 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, Dow Retirement Group Trust - Global Equity is a benefit plan reported by The Dow Chemical Company under EIN 38-1285128 and plan number 024. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $519,978,936 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Dow Chemical Company
- EIN
- 38-1285128
- Plan number
- 024
- Plan type
- 4
- Location
- Midland, MI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $519,978,936
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241003141638NAL0005771779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $519,978,936
- Total liabilities (EOY)
- $1,836,759
- Net assets (EOY)
- $518,142,177
- Net assets (BOY)
- $543,684,073
Income & contributions
- Total contributions
- $0
- Total income / additions
- $118,111,628
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $3,591,558
- Total expenses
- $3,591,558
- Net increase / (decrease)
- $114,520,070
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independent Franchise Partners, Llp | NONE KNOWN | $1,925,964 | $0 | 2023 |
| Marsico Capital Management, LLC | NONE KNOWN | $604,578 | $0 | 2023 |
| The Northern Trust Company | CUSTODIAN | $30,164 | $0 | 2023 |
| Blackrock Institutional Trust Co. | NONE KNOWN | $22,543 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Dow Chemical Company
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Midland, MI
- Independent Franchise Partners, Llp — Schedule C compensation
- Marsico Capital Management, LLC — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Blackrock Institutional Trust Co. — Schedule C compensation