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Original filing (PDF)20250711145427NAL0004302307001
EDGEWELL PERSONAL CARE COMPANY
Form 5500
FILING_RECEIVED
EDGEWELL PERSONAL CARE COMPANY DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
591
Accounts w/ balance
—
Plan assets (EOY)
$167.1M
Net assets (EOY)
$167.1M
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)
84
/ 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
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- 26 bps in Schedule C fees — 165% above peer band of 10 bps.
- Plan is frozen (1I) — no new benefit accrual.
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 EDGEWELL PERSONAL CARE COMPANY.
Plan sponsor
Name
EDGEWELL PERSONAL CARE COMPANY
EIN
43-1863181
Address
6 RESEARCH DRIVE · SHELTON, CT · 06484
Phone
(203) 944-5979
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-11
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RUBINBROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1564860 | — | RECORDKEEPER | $58K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNEAU SHEPELL LIMITED | 52-1883918 | — | CONTRACT ADMINISTRATOR | $267K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUBINBROWN LLP | 43-0765316 | — | PLAN AUDITOR | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER HUMAN RESOURCE CONSULTING | 13-2834414 | — | CONSULTING | $98K | — |
Investments
1 pooled fund· $164.9M(99% 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 |
|---|---|---|---|
| EPC CO RET PLANS MASTER TRUST EDGEWELL PERSONAL CARE COMPANY · EIN 43-1863181 / PN 008 | Master Trust | $164.9M | 98.7% |