Nestle Retiree Medical Reimbursement Account Plan — Form 5500 plan (Nestle 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, Nestle Retiree Medical Reimbursement Account Plan is a benefit plan reported by Nestle Usa, Inc. under EIN 95-1572209 and plan number 609. The latest loaded filing year is 2023. The filing reports 5,957 participants and $108,876,161 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nestle Usa, Inc.
- EIN
- 95-1572209
- Plan number
- 609
- Plan type
- 2
- Location
- Solon, OH
- Latest filing year
- 2023
- Participants
- 5,957
- End-of-year plan assets
- $108,876,161
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,957 | H, C | 20241015122515NAL0028411441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,876,161
- Net assets (EOY)
- $108,876,161
Income & contributions
- Employer contributions
- $22,136,704
- Total contributions
- $122,136,704
- Total income / additions
- $131,153,232
Expenses & distributions
- Benefits paid
- $22,136,704
- Administrative expenses
- $140,367
- Total expenses
- $22,277,071
- Net increase / (decrease)
- $108,876,161
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Legal & General Invst Mgmt America | NONE | $77,311 | not reported in the loaded dataset | 2023 |
| Russell Investments Capital, LLC | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $15,556 | not reported in the loaded dataset | 2023 |
| Kpmg | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nestle Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Solon, OH
- Legal & General Invst Mgmt America — Schedule C compensation
- Russell Investments Capital, LLC — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Kpmg — Schedule C compensation