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Original filing (PDF)20250410165548NAL0024623121001

KELLOGG, BROWN & ROOT, INCORPORATED

Form 5500
FILING_RECEIVED
KELLOGG, BROWN & ROOT, INCORPORATED HOURLY EMPLOYEE HEALTH AND WELFARE PLAN
Health & welfare plan
Active participants
0
Accounts w/ balance
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KELLOGG, BROWN & ROOT, INCORPORATED.
Plan sponsor
Name
KELLOGG, BROWN & ROOT, INCORPORATED
EIN
76-0284788
Address
C/O TRUST MANAGEMENT SERVICES · 1 ALMADEN BOULEVARD, SUITE 620 · SAN JOSE, CA · 95113
Phone
(408) 377-3441
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
550
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-03-31
Filed
2025-04-10
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Other
3
NameEINLocationRelationDirect compIndirect comp
CLIFTON LARSON ALLEN41-0746749NONE$26K
FCE BENEFIT ADMINISTRATORS, INC33-0330036NONE$25K
ALEGEUS TECHNOLOGIES, LLC90-0808825WALTHAM, MANONE$8K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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