Nestle In The Usa Savings Trust — Form 5500 plan (Nestle Usa, Inc. Savings Plan Administration)
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, Nestle In The Usa Savings Trust is a benefit plan reported by Nestle Usa, Inc. Savings Plan Administration under EIN 95-1572209 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $6,943,851,239 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nestle Usa, Inc. Savings Plan Administration
- EIN
- 95-1572209
- Plan number
- 001
- Plan type
- 4
- Location
- Solon, OH
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $6,943,851,239
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241004105416NAL0019485616001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,943,851,239
- Total liabilities (EOY)
- $1,644,382
- Net assets (EOY)
- $6,942,206,857
- Net assets (BOY)
- $5,864,778,744
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,006,896,878
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $6,151,451
- Total expenses
- $6,151,451
- Net increase / (decrease)
- $1,000,745,427
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Institutional Plan Services | NONE | $2,212,727 | $0 | 2023 |
| Blackrock Institutional Trust Co. | NONE | $1,684,629 | not reported in the loaded dataset | 2023 |
| Invesco | NONE | $826,434 | $0 | 2023 |
| Northern Trust Company | NONE | $512,522 | not reported in the loaded dataset | 2023 |
| Nestle Usa | EMPLOYER | $389,290 | not reported in the loaded dataset | 2023 |
| Financial Finesse | NONE | $198,155 | not reported in the loaded dataset | 2023 |
| Ernst & Young | NONE | $127,790 | not reported in the loaded dataset | 2023 |
| Russell Investments | NONE | $56,114 | not reported in the loaded dataset | 2023 |
| Calfee, Halter & Griswold, Llp | NONE | $54,995 | not reported in the loaded dataset | 2023 |
| Russell Investment Management, LLC | NONE | $53,955 | not reported in the loaded dataset | 2023 |
| Hueler Investment Services, Inc. | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Alvarez And Marsal Tax | NONE | $10,234 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nestle Usa, Inc. Savings Plan Administration
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Solon, OH
- Voya Institutional Plan Services — Schedule C compensation
- Blackrock Institutional Trust Co. — Schedule C compensation
- Invesco — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Nestle Usa — Schedule C compensation
- Financial Finesse — Schedule C compensation
- Ernst & Young — Schedule C compensation
- Russell Investments — Schedule C compensation
- Calfee, Halter & Griswold, Llp — Schedule C compensation
- Russell Investment Management, LLC — Schedule C compensation
- Hueler Investment Services, Inc. — Schedule C compensation
- Alvarez And Marsal Tax — Schedule C compensation