Plan5500

The General Mills Retiree Health Plan For Union Employees — Form 5500 plan (General Mills, Inc.)

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, The General Mills Retiree Health Plan For Union Employees is a benefit plan reported by General Mills, Inc. under EIN 41-0274440 and plan number 508. The latest loaded filing year is 2023. The filing reports 11,796 participants and $88,731,184 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$30MPlan net assets, end of year$30,031,027
Participants11.8KCovered participants reported11,796
Assets / participant$7.5KComputed: assets ÷ participants$7,522 (computed)
Provider compensation$117.8K5 Schedule C provider row(s)$117,760
Plan sponsor
General Mills, Inc.
EIN
41-0274440
Plan number
508
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    11,796 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$88.7M total assets
Net assets$30MLiabilities$58.7M
Money in vs. money out
Total income / additions$49.9M
Total expenses$193.6M
Benefits paid / distributions$182.4M
Contributions
Employer$9.9M
Participant$34.7M
Full reported line items

Net assets

Total assets (EOY)
$88,731,184
Total liabilities (EOY)
$58,700,157
Net assets (EOY)
$30,031,027
Net assets (BOY)
$172,846,837

Income & contributions

Employer contributions
$9,886,124
Participant contributions
$34,682,024
Total contributions
$44,568,148
Total income / additions
$49,883,870

Expenses & distributions

Benefits paid
$182,409,171
Administrative expenses
$11,173,727
Total expenses
$193,582,898
Net increase / (decrease)
-$143,699,028
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 22%Participant 78%
Total expenses ÷ net assets645%Computed ratio
Benefits paid ÷ total income366%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    The Bank Of New York Mellon$37.1K
    NONE · Direct $37.1K
  2. 2
    Alight Solutions LLC$27.6K
    NONE · Direct $27.6K
  3. 3
    Cbiz$26.5K
    NONE · Direct $26.5K
  4. 4
    Kpmg, Llp$13.7K
    NONE · Direct $13.7K
  5. 5
    General Mills$12.8K
    PLAN ADMINISTRATOR · Direct $12.8K

Related Form 5500 pages