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Original filing (PDF)20250915184450NAL0001260881001
MCCORMICK & COMPANY, INC
Form 5500
FILING_RECEIVED
MCCORMICK PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
960
Accounts w/ balance
—
Plan assets (EOY)
$632.7M
Net assets (EOY)
$632.1M
How this plan invests
This plan
10 collective trusts
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
80
Participation health
100
Knocking points off
- 27 bps in Schedule C fees — 343% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
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 MCCORMICK & COMPANY, INC.
Plan sponsor
Name
MCCORMICK & COMPANY, INC
EIN
52-0408290
Address
24 SCHILLING ROAD, SUITE 1 · HUNT VALLEY, MD · 210311105
Phone
(410) 771-7950
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
SB & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL | 42-0127290 | — | CUSTODIAN | $612K | — |
Advisor / Consultant
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | 36-2668272 | — | INVESTMENT MANAGER | $668K | — |
| MERCER | 13-2834414 | — | CONSULTANT | $106K | — |
| MCC FUND EVALUATION GROUP | 01-0694771 | — | CONSULTANT | $33K | — |
| PRUDENTIAL | 06-1050034 | — | INVESTMENT MANAGER | $10K | — |
| HCI EQUITY PARTNERS | 27-4012262 | — | CONSULTANT | $6K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SB & COMPANY, LLC | 20-2153727 | — | ACCOUNTANT | $22K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COVINGTON & BURLING LLP | 53-0188411 | — | LEGAL | $224K | — |
Investments
10 pooled funds· $561.4M(89% 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 |
|---|---|---|---|
| MERCER LONG DURATION PASSIVE FIXED MERCER · EIN 83-2461327 / PN 047 | Common Collective Trust | $148.5M | 23.5% |
| MERCER ACTIVE LONG CORP INVESTMENT MERCER · EIN 45-6178743 / PN 004 | Common Collective Trust | $131.8M | 20.8% |
| MERCER ACTIVE INTER CR FIXED INCOME MERCER · EIN 85-2621954 / PN 048 | Common Collective Trust | $126.3M | 20.0% |
| MERCER US LARGE CAP CORE PASSIVE EQ MERCER · EIN 03-0566613 / PN 005 | Common Collective Trust | $58.7M | 9.3% |
| MERCER OPPORTUNISTIC FIXED INCOME C MERCER · EIN 36-7630030 / PN 020 | Common Collective Trust | $39.1M | 6.2% |
| MERCER NON-US CORE EQUITY PORTFOLIO MERCER · EIN 03-0566617 / PN 009 | Common Collective Trust | $26.9M | 4.3% |
| MERCER EMERGING MARKETS EQUITY PORT MERCER · EIN 32-6219484 / PN 017 | Common Collective Trust | $11.1M | 1.8% |
| MERCER US SMALL/MID CAP GROWTH EQUI MERCER · EIN 03-0566611 / PN 003 | Common Collective Trust | $10.2M | 1.6% |
| MERCER GLOBAL LOW VOL EQUITY PORTFO MERCER · EIN 35-7004395 / PN 018 | Common Collective Trust | $4.5M | 0.7% |
| SHORT TERM INVESTMENT PRINCIPAL · EIN 41-6292499 / PN 001 | Common Collective Trust | $4.3M | 0.7% |