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Original filing (PDF)20251015165137NAL0006826816001
GENERAL MILLS, INC.
Form 5500
FILING_RECEIVED
THE GENERAL MILLS RETIREE HEALTH PLAN FOR UNION EMPLOYEES (65+)
Health & welfare plan
Signals · 1
8 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$150.2M
Net assets (EOY)
$148.5M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 24 bps in Schedule C fees — 141% above peer band of 10 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERAL MILLS, INC..
Plan sponsor
Name
GENERAL MILLS, INC.
EIN
41-0274440
Address
NUMBER 1 GENERAL MILLS BLVD BT02-C · MINNEAPOLIS, MN · 55426
Phone
(763) 764-7600
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
509
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GENERAL MILLS | 41-0274440 | — | PLAN ADMINISTRATOR | $37K | — |
Other
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $176K | — |
| KPMG, LLP | 13-5565207 | — | NONE | $63K | — |
| ALIGHT SOLUTIONS | 86-1849232 | — | NONE | $41K | — |
| BLUE CROSS BLUE SHIELD OF MINNESOTA | 41-0984460 | — | NONE | $17K | — |
| CBIZ | 20-1128317 | — | NONE | $14K | — |
| EXPRESS SCRIPTS, INC. | 27-3542089 | — | NONE | $8K | — |
| DELOITTE | 13-5565207 | — | NONE | $6K | — |
Investments
1 pooled fund· $149.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VOL EE BEN ASSOC TRST FOR GM RET HP GENERAL MILLS, INC. · EIN 41-1738267 / PN 001 | Master Trust | $149.9M | 99.8% |