Wk Kellogg Co Bakery, Confectionery, Tobacco Workers And Grain Millers Pension Plan — Form 5500 plan (Wk Kellogg Co)
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, Wk Kellogg Co Bakery, Confectionery, Tobacco Workers And Grain Millers Pension Plan is a benefit plan reported by Wk Kellogg Co under EIN 92-1243173 and plan number 005. The latest loaded filing year is 2023. The filing reports 5,435 participants and $469,883,405 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wk Kellogg Co
- EIN
- 92-1243173
- Plan number
- 005
- Plan type
- 2
- Location
- Battle Creek, MI
- Latest filing year
- 2023
- Participants
- 5,435
- End-of-year plan assets
- $469,883,405
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,435 | H, C | 20241014213216NAL0028317889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $469,883,405
- Total liabilities (EOY)
- $570,336
- Net assets (EOY)
- $469,313,069
- Net assets (BOY)
- $517,843,448
Income & contributions
- Total contributions
- $0
- Total income / additions
- $48,232,425
Expenses & distributions
- Benefits paid
- $53,283,604
- Administrative expenses
- $4,946,353
- Total expenses
- $58,229,957
- Net increase / (decrease)
- -$9,997,532
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | NONE | $591,069 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | NONE | $111,788 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $95,000 | $0 | 2023 |
| Nisa Investment Advisors LLC | NONE | $57,179 | not reported in the loaded dataset | 2023 |
| Lifeworks (Us) Ltd. | NONE | $14,527 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co | NONE | $11,582 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wk Kellogg Co
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Battle Creek, MI
- Willis Towers Watson — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Nisa Investment Advisors LLC — Schedule C compensation
- Lifeworks (Us) Ltd. — Schedule C compensation
- Pacific Investment Management Co — Schedule C compensation