The General Mills Retiree Health Plan For Union Employees (65+) — 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 (65+) is a benefit plan reported by General Mills, Inc. under EIN 41-0274440 and plan number 509. The latest loaded filing year is 2023. The filing reports 2,405 participants and $154,007,680 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- General Mills, Inc.
- EIN
- 41-0274440
- Plan number
- 509
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 2,405
- End-of-year plan assets
- $154,007,680
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,405 | H, C | 20241111223600NAL0009515587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $154,007,680
- Total liabilities (EOY)
- $1,673,093
- Net assets (EOY)
- $152,334,587
- Net assets (BOY)
- $153,400,387
Income & contributions
- Employer contributions
- $99,068
- Participant contributions
- $33,821
- Total contributions
- $132,889
- Total income / additions
- $5,023,116
Expenses & distributions
- Benefits paid
- $4,741,790
- Administrative expenses
- $463,908
- Total expenses
- $5,205,698
- Net increase / (decrease)
- -$182,582
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Bank Of New York Mellon | NONE | $201,846 | not reported in the loaded dataset | 2023 |
| Kpmg, Llp | NONE | $76,948 | not reported in the loaded dataset | 2023 |
| General Mills, Inc. | PLAN ADMINISTRATOR | $71,351 | not reported in the loaded dataset | 2023 |
| Alight Solutions | NONE | $63,171 | not reported in the loaded dataset | 2023 |
| Cbiz | NONE | $14,575 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for General Mills, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- The Bank Of New York Mellon — Schedule C compensation
- Kpmg, Llp — Schedule C compensation
- General Mills, Inc. — Schedule C compensation
- Alight Solutions — Schedule C compensation
- Cbiz — Schedule C compensation