Employers › Conagra Brands › plan 019
Recordkeeping fees per participant · Conagra Brands Retirement Income Savings Plan for Union Employees · plan year 2024
$59.00
Higher than 41% of the 5,847 plans $50 to 250M that report it.
= $264,316 / 4,480
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250826135025NAL0015186032001, received 2025-08-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250826135025NAL0015186032001, received 2025-08-26
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-26.
Administrative expenses excluding investment management, per participant
$64.80
Higher than 32% of the 8,758 plans $50 to 250M that report it.
= $290,316 / 4,480
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250826135025NAL0015186032001, received 2025-08-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250826135025NAL0015186032001, received 2025-08-26
Administrative expenses per participant
$65.07
Higher than 21% of the 9,042 plans $50 to 250M that report it.
= $291,516 / 4,480
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250826135025NAL0015186032001, received 2025-08-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250826135025NAL0015186032001, received 2025-08-26
Administrative expenses as a share of assets
0.130%
Higher than 48% of the 9,049 plans $50 to 250M that report it.
= $291,516 / $224,166,959
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250826135025NAL0015186032001, received 2025-08-26
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250826135025NAL0015186032001, received 2025-08-26
Employer contributions per participant
$1,401
Higher than 18% of the 9,105 plans $50 to 250M that report it.
= $6,277,952 / 4,480
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250826135025NAL0015186032001, received 2025-08-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250826135025NAL0015186032001, received 2025-08-26
Employer share of total contributions
27.8%
Higher than 44% of the 9,112 plans $50 to 250M that report it.
= $6,277,952 / $22,554,244
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250826135025NAL0015186032001, received 2025-08-26
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250826135025NAL0015186032001, received 2025-08-26
95.9% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $0 ($65.07 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250826135025NAL0015186032001, received 2025-08-26
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CONAGRA BRANDS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Plan name | CONAGRA BRANDS RETIREMENT INCOME SAVINGS PLAN FOR UNION EMPLOYEES | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Sponsor EIN / plan number | 47-0248710 / 019 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Sponsor location | CHICAGO, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Industry (business code) | 311900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Filing received | 2025-08-26 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Participants, beginning of year | 9,268 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Active participants | 8,921 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Participants, end of year | 9,590 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Participants with an account balance | 4,480 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Total assets, beginning of year | $210,648,723 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Total assets, end of year | $224,166,959 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Net assets, end of year | $224,166,959 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Total income | $40,728,181 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Net income | $13,714,552 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Employer contributions | $6,277,952 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Participant contributions | $15,832,049 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Other contributions (incl. rollovers) | $444,243 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Total contributions | $22,554,244 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Benefit payments | $26,710,113 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Total expenses (incl. benefit payments) | $27,013,629 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Total administrative expenses | $291,516 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Recordkeeping fees | $264,316 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| IQPA audit fees | $26,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Investment advisory and management fees | $1,200 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Administrative expenses excluding investment management | $290,316 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Held in master trusts | $214,988,728 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Held in mutual funds | $0 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250826135025NAL0015186032001, received 2025-08-26 |
| Independent auditor | LUTZ & COMPANY, P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250826135025NAL0015186032001, received 2025-08-26 |
Position = column in the DOL layout for form year 2024. Filing 20250826135025NAL0015186032001, received 2025-08-26.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND Srecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 52 Investment management fees paid indirectly by plan; 62 Float revenue; 72 Other investment fees and expenses | $264,316 | yes |
| LUTZ & COMPANY, PC | ACCOUNTANT | 10 Accounting (including auditing) | $26,000 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250826135025NAL0015186032001, received 2025-08-26.
CONAGRA BRANDS RET INC SAV PLAN M T (EIN 906036918, PN 002): plan interest $214,988,728, 11.1% of the trust. The trust's own filing (20250826143138NAL0004485875001, received 2025-08-26) reports net assets $1,934,372,599, administrative expenses $0, recordkeeping fees not reported, investment management fees not reported and 0 Schedule C providers.
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $210,648,723 | $224,166,959 | 6.4% |
| Participants with a balance | 4,456 | 4,480 | 0.5% |
| Administrative expenses | $276,453 | $291,516 | 5.4% |
| Recordkeeping fees per participant | $56.43 | $59.00 | 4.6% |
| Employer contributions | $5,861,524 | $6,277,952 | 7.1% |
Prior filing 20240904073531NAL0032330304001, received 2024-09-04; the plan years are contiguous.