Retirement Plan For Employees Of Ben E. Keith Company And Its Affiliates — Form 5500 plan (Ben E. Keith 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, Retirement Plan For Employees Of Ben E. Keith Company And Its Affiliates is a benefit plan reported by Ben E. Keith Company under EIN 75-0372230 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,405 participants and $434,702,701 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ben E. Keith Company
- EIN
- 75-0372230
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 5,405
- End-of-year plan assets
- $434,702,701
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,405 | H, C | 20250411104500NAL0038043840001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $434,702,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $434,702,701
- Net assets (BOY)
- $438,453,629
Income & contributions
- Total contributions
- $4,325,365
- Total income / additions
- $13,482,601
Expenses & distributions
- Benefits paid
- $14,702,727
- Administrative expenses
- $2,530,802
- Total expenses
- $17,233,529
- Net increase / (decrease)
- -$3,750,928
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Investments Usa Inc | NONE | $793,631 | $0 | 2023 |
| Aon Consulting | NONE | $406,788 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Chase | NONE | $326,330 | $0 | 2023 |
| Willis Towers Watson | NONE | $196,937 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $125,426 | $0 | 2023 |
| Parametric | NONE | $103,189 | not reported in the loaded dataset | 2023 |
| Whitley Penn, Llp | NONE | $43,810 | not reported in the loaded dataset | 2023 |
| State Street Research & Mgmt Co | NONE | $15,683 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ben E. Keith Company
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Fort Worth, TX
- Aon Investments Usa Inc — Schedule C compensation
- Aon Consulting — Schedule C compensation
- J.P. Morgan Chase — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Parametric — Schedule C compensation
- Whitley Penn, Llp — Schedule C compensation
- State Street Research & Mgmt Co — Schedule C compensation