Yum Brands, INC. DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Yum Brands, INC.
  • Sponsor EIN: 133951308
  • Sponsor Address: 1441 GARDINER LANE, LOUISVILLE, KY, 40213
  • Plan Type: DB
  • Total Participants: 2,196
  • Total Assets: $711.2M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242,196$711.2M$0$0
20232,572$734.2M$0$0
20223,778$753.6M$0$0

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
WILLIS TOWERS WATSONNONE$477,565$477,565
NORTHERN TRUST COMPANYNONE$460,011$460,011
TOWERS WATSON INVESTMENT SERVICENONE$432,822$432,822
MERCERNONE$222,733$222,733
NISA INVESTMENT ADVISORS L.L.C.NONE$160,000$160,000
PACIFIC INVESTMENT MANAGEMENT CONONE$124,301$124,301
CONDUENT HR SERVICES, LLCNONE$112,210$112,210
CONDUENT HR SERVICES, LLCNONE$84,862$84,862
KILPATRICK STOCKTON LLPNONE$80,358$80,358
STATE STREET RESEARCH & MANAGEMENTNONE$45,342$45,342
KPMG LLPAuditor$0

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $2,200,204
  • Estimated Expense Ratio: 0.309% 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$7,272,000$762,000$202,000
2023$7,052,000$1,031,000$221,000
2022$3,981,000$1,097,000$238,000$685,000

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