# Kellanova Health & Welfare Plan
Source: https://planprovider.pro/companies/kellanova-380710690-515

> Kellanova's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — 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|

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