Dow Retirement Group Trust - Emerging Market 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 - Emerging Market Equity is a benefit plan reported by The Dow Chemical Company under EIN 38-1285128 and plan number 025. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $287,454,831 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
025
Plan type
4
Location
Midland, MI
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$287,454,831

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241003135954NAL0010638241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$287,454,831
Total liabilities (EOY)
$375,103
Net assets (EOY)
$287,079,728
Net assets (BOY)
$255,646,192

Income & contributions

Total contributions
$0
Total income / additions
$34,534,045

Expenses & distributions

Benefits paid
$0
Administrative expenses
$1,338,654
Total expenses
$1,338,654
Net increase / (decrease)
$33,195,391

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jp Morgan Chase Bank, N.ANONE KNOWN$798,505not reported in the loaded dataset2023
Acadian Asset Management, LLCNONE KNOWN$502,009not reported in the loaded dataset2023
The Northern Trust CompanyCUSTODIAN$47,486$02023

Related Form 5500 pages