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Original filing (PDF)20251015104748NAL0002270707001
BENJAMIN MOORE & CO.
Form 5500
FILING_RECEIVED
BENJAMIN MOORE & CO. RETIREMENT INCOME PLAN
Defined-benefit pension plan
Signals · 3
54% in single holding31% employer stock~12326 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$19.5M
Net assets (EOY)
$0
How this plan invests
This plan
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "5/20/31 El Paso Natural Gas Co. Corporate Bond, 7.50%, matures on 11/15/26" is 54% of plan.
- 31% of plan in employer / sponsor stock.
- 12326 bps in Schedule C fees — 42405% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENJAMIN MOORE & CO..
Plan sponsor
Name
BENJAMIN MOORE & CO.
EIN
13-5256230
Address
101 PARAGON DRIVE · MONTVALE, NJ · 076451801
Phone
(800) 344-0400
Industry
Manufacturingsee all
Plan administrator
Name
BENJAMIN MOORE & CO
EIN
13-5256230
City
MONTVALE, NJ
Phone
(201) 573-9600
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FREED MAXICK P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE | 13-5570651 | — | NONE | $22.3M | — |
| AON CONSULTING INC. | 22-2232264 | CHICAGO, IL | NONE | $1.5M | — |
| SILVANT CAPITAL MANAGEMENT | 58-1604573 | — | NONE | $237K | — |
Investments
10 direct securities· $19.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 5/20/31 El Paso Natural Gas Co. Corporate Bond, 7.50%, matures on 11/15/26 | — | — | $7.8M | $10.5M | 53.7% | |
| Fund * Kraft Foods Inc. Class A Common Stock, 192,666 shares | — | — | $6.8M | $5.9M | 30.4% | |
| U.S. Government Securities Money Market * Truist Bank | — | — | $2.8M | $2.8M | 14.2% | |
| Federal Home Loan Mortgage Corporation | — | — | $55K | $57K | 0.3% | |
| Federal Home Loan Mortgage Corporation | — | — | $40K | $41K | 0.2% | |
| Federal Home Loan Mortgage Corporation | — | — | $34K | $35K | 0.2% | |
| Federal Home Loan Mortgage Corporation | — | — | $34K | $35K | 0.2% | |
| Government National Mortgage Assoc. II | — | — | $29K | $29K | 0.2% | |
| Federal Home Loan Mortgage Corporation | — | — | $14K | $14K | <0.1% | |
| Government National Mortgage Assoc. II | — | — | $9K | $10K | <0.1% |