Compass Group Retirement Plan — Form 5500 plan (Compass Group Usa, 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, Compass Group Retirement Plan is a benefit plan reported by Compass Group Usa, Inc. under EIN 56-1874931 and plan number 007. The latest loaded filing year is 2023. The filing reports 248,590 participants and $2,091,248,663 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Compass Group Usa, Inc.
- EIN
- 56-1874931
- Plan number
- 007
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 248,590
- End-of-year plan assets
- $2,091,248,663
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248,590 | H, C | 20250509160427NAL0008856115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,091,248,663
- Total liabilities (EOY)
- $1,614,001
- Net assets (EOY)
- $2,089,634,662
- Net assets (BOY)
- $1,699,574,758
Income & contributions
- Employer contributions
- $57,246,636
- Participant contributions
- $206,830,363
- Total contributions
- $296,298,237
- Total income / additions
- $581,455,977
Expenses & distributions
- Benefits paid
- $186,523,416
- Administrative expenses
- $4,439,708
- Total expenses
- $191,396,073
- Net increase / (decrease)
- $390,059,904
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $3,892,700 | $0 | 2023 |
| Aon | INVESTMENT ADVISOR | $100,000 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | ACCOUNTANT/AUDITOR | $13,650 | not reported in the loaded dataset | 2023 |
| Smith & Downey, Pa | ATTORNEY/LEGAL | $7,560 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Compass Group Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Fidelity Investments Institutional — Schedule C compensation
- Aon — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Smith & Downey, Pa — Schedule C compensation