Plan5500

Mosaic Master Trust — Form 5500 plan (The Mosaic 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, Mosaic Master Trust is a benefit plan reported by The Mosaic Company under EIN 83-2016637 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,019,068,486 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Mosaic Company
EIN
83-2016637
Plan number
001
Plan type
4
Location
Tampa, FL
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$1,019,068,486

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20240709085444NAL0013323953001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,019,068,486
Total liabilities (EOY)
$0
Net assets (EOY)
$1,019,068,486
Net assets (BOY)
$922,599,958

Income & contributions

Total contributions
$0
Total income / additions
$148,594,572

Expenses & distributions

Benefits paid
$0
Administrative expenses
$477,109
Total expenses
$477,109
Net increase / (decrease)
$148,117,463

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.NONE$417,305not reported in the loaded dataset2023
Fidelity Invest Inst Ops CoNONE$59,804$02023

Related Form 5500 pages