Plan Snapshot
- Plan Sponsor: Kellanova
- Sponsor EIN: 380710690
- Sponsor Address: 412 N. WELLS STREET, CHICAGO, IL, 60654
- Plan Type: Health & Welfare
- Plan Number: 515
- Total Participants: 0
- Total Assets: $456.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $456.6M | $14.4M | $243,283 |
| 2023 | 0 | $597.4M | $29.5M | $1.1M |
| 2022 | 0 | $1.2B | $24.9M | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VIA BENEFITS | Other Service Provider | $3,500,000 | — | $3,500,000 |
| METROPOLITAN LIFE INSURANCE COMPANY | Other Service Provider | $2,699,836 | — | $2,699,836 |
| MORGAN STANLEY INVESTMENT MGMT LTD | Other Service Provider | $734,413 | — | $734,413 |
| BLUE CROSS BLUE SHIELD OF MICHIGAN | Other Service Provider | $242,115 | — | $242,115 |
| WILLIS TOWERS WATSON | Recordkeeper | $208,150 | — | $208,150 |
| BURGUNDY ASSET MANAGEMENT | Other Service Provider | $168,771 | — | $168,771 |
| NORTHERN TRUST COMPANY | Other Service Provider | $139,716 | — | $139,716 |
| NISA INVESTMENT ADVISORS | Other Service Provider | $126,827 | — | $126,827 |
| WESTERN ASSET MANAGEMENT | Other Service Provider | $79,571 | — | $79,571 |
| PACIFIC INVESTMENT MANAGEMENT CO | Other Service Provider | $65,934 | — | $65,934 |
| BDO USA, P.C. | Auditor | $54,981 | — | $54,981 |
| DELTA | Other Service Provider | $11,046 | — | $11,046 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON — Recordkeeper
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,031,360
- Estimated Expense Ratio: 1.759% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $8,012,602 | $3,875,351 | $3,682,285 | $57,509 | — |
| 2023 | $8,716,012 | $4,071,557 | $3,639,580 | — | — |
| 2022 | $12,825,821 | $3,301,621 | — | — | $4,103,016 |