401k Plan data: MOSAIC INVESTMENT PLAN plan

MOSAIC INVESTMENT PLAN 401k Plan overview

Plan Name	MOSAIC INVESTMENT PLAN
Plan identification number	004

MOSAIC INVESTMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE MOSAIC COMPANY has sponsored the creation of one or more 401k plans.

Company Name: THE MOSAIC COMPANY

Employer identification number (EIN): 201026454

NAIC Classification: 325300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOSAIC INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01 DOUG WILSON 2024-07-09
004 2022-01-01
004 2022-01-01 DOUG WILSON
004 2021-01-01
004 2021-01-01 DOUG WILSON
004 2020-01-01
004 2019-01-01 DOUGLAS WILSON 2020-07-09
004 2018-01-01
004 2017-01-01
004 2016-01-01 THOMAS ARMANI
004 2015-01-01
004 2014-01-01 FILED WITH AUTHORIZED SIGNATURE

Plan Statistics for MOSAIC INVESTMENT PLAN

401k plan membership statisitcs for MOSAIC INVESTMENT PLAN

Measure Date Value
2023: MOSAIC INVESTMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2,864
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 2,173
Number of retired or separated participants receiving benefits 2023-01-01 60
Number of other retired or separated participants entitled to future benefits 2023-01-01 769
Total of all active and inactive participants 2023-01-01 3,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 19
Total participants 2023-01-01 3,021
Number of participants with account balances 2023-01-01 2,958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 47
2022: MOSAIC INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,763
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,033
Number of retired or separated participants receiving benefits 2022-01-01 53
Number of other retired or separated participants entitled to future benefits 2022-01-01 755
Total of all active and inactive participants 2022-01-01 2,841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 23
Total participants 2022-01-01 2,864
Number of participants with account balances 2022-01-01 2,825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 54
2021: MOSAIC INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,811
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,937
Number of retired or separated participants receiving benefits 2021-01-01 55
Number of other retired or separated participants entitled to future benefits 2021-01-01 745
Total of all active and inactive participants 2021-01-01 2,737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 26
Total participants 2021-01-01 2,763
Number of participants with account balances 2021-01-01 2,731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 53
2020: MOSAIC INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,847
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,974
Number of retired or separated participants receiving benefits 2020-01-01 51
Number of other retired or separated participants entitled to future benefits 2020-01-01 761
Total of all active and inactive participants 2020-01-01 2,786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 25
Total participants 2020-01-01 2,811
Number of participants with account balances 2020-01-01 2,798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 47
2019: MOSAIC INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,961
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,032
Number of retired or separated participants receiving benefits 2019-01-01 56
Number of other retired or separated participants entitled to future benefits 2019-01-01 739
Total of all active and inactive participants 2019-01-01 2,827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 20
Total participants 2019-01-01 2,847
Number of participants with account balances 2019-01-01 2,823
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 39
2018: MOSAIC INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3,506
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2,101
Number of retired or separated participants receiving benefits 2018-01-01 43
Number of other retired or separated participants entitled to future benefits 2018-01-01 797
Total of all active and inactive participants 2018-01-01 2,941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 20
Total participants 2018-01-01 2,961
Number of participants with account balances 2018-01-01 2,929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: MOSAIC INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3,557
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2,668
Number of retired or separated participants receiving benefits 2017-01-01 75
Number of other retired or separated participants entitled to future benefits 2017-01-01 736
Total of all active and inactive participants 2017-01-01 3,479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 27
Total participants 2017-01-01 3,506
Number of participants with account balances 2017-01-01 3,437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 54
2016: MOSAIC INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3,608
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,776
Number of retired or separated participants receiving benefits 2016-01-01 66
Number of other retired or separated participants entitled to future benefits 2016-01-01 693
Total of all active and inactive participants 2016-01-01 3,535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 22
Total participants 2016-01-01 3,557
Number of participants with account balances 2016-01-01 3,485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 66
2015: MOSAIC INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3,548
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,918
Number of retired or separated participants receiving benefits 2015-01-01 49
Number of other retired or separated participants entitled to future benefits 2015-01-01 627
Total of all active and inactive participants 2015-01-01 3,594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 14
Total participants 2015-01-01 3,608
Number of participants with account balances 2015-01-01 3,543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 61
2014: MOSAIC INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,874
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,882
Number of retired or separated participants receiving benefits 2014-01-01 42
Number of other retired or separated participants entitled to future benefits 2014-01-01 609
Total of all active and inactive participants 2014-01-01 3,533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 15
Total participants 2014-01-01 3,548
Number of participants with account balances 2014-01-01 3,482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 72

Measure	Date	Value
2023: MOSAIC INVESTMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2,864
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	2,173
Number of retired or separated participants receiving benefits	2023-01-01	60
Number of other retired or separated participants entitled to future benefits	2023-01-01	769
Total of all active and inactive participants	2023-01-01	3,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	19
Total participants	2023-01-01	3,021
Number of participants with account balances	2023-01-01	2,958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	47
2022: MOSAIC INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,763
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,033
Number of retired or separated participants receiving benefits	2022-01-01	53
Number of other retired or separated participants entitled to future benefits	2022-01-01	755
Total of all active and inactive participants	2022-01-01	2,841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	23
Total participants	2022-01-01	2,864
Number of participants with account balances	2022-01-01	2,825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	54
2021: MOSAIC INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,811
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,937
Number of retired or separated participants receiving benefits	2021-01-01	55
Number of other retired or separated participants entitled to future benefits	2021-01-01	745
Total of all active and inactive participants	2021-01-01	2,737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	26
Total participants	2021-01-01	2,763
Number of participants with account balances	2021-01-01	2,731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	53
2020: MOSAIC INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,847
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,974
Number of retired or separated participants receiving benefits	2020-01-01	51
Number of other retired or separated participants entitled to future benefits	2020-01-01	761
Total of all active and inactive participants	2020-01-01	2,786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	25
Total participants	2020-01-01	2,811
Number of participants with account balances	2020-01-01	2,798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	47
2019: MOSAIC INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,961
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,032
Number of retired or separated participants receiving benefits	2019-01-01	56
Number of other retired or separated participants entitled to future benefits	2019-01-01	739
Total of all active and inactive participants	2019-01-01	2,827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	20
Total participants	2019-01-01	2,847
Number of participants with account balances	2019-01-01	2,823
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	39
2018: MOSAIC INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3,506
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,101
Number of retired or separated participants receiving benefits	2018-01-01	43
Number of other retired or separated participants entitled to future benefits	2018-01-01	797
Total of all active and inactive participants	2018-01-01	2,941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	20
Total participants	2018-01-01	2,961
Number of participants with account balances	2018-01-01	2,929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: MOSAIC INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3,557
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2,668
Number of retired or separated participants receiving benefits	2017-01-01	75
Number of other retired or separated participants entitled to future benefits	2017-01-01	736
Total of all active and inactive participants	2017-01-01	3,479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	27
Total participants	2017-01-01	3,506
Number of participants with account balances	2017-01-01	3,437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	54
2016: MOSAIC INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3,608
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,776
Number of retired or separated participants receiving benefits	2016-01-01	66
Number of other retired or separated participants entitled to future benefits	2016-01-01	693
Total of all active and inactive participants	2016-01-01	3,535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	22
Total participants	2016-01-01	3,557
Number of participants with account balances	2016-01-01	3,485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	66
2015: MOSAIC INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3,548
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,918
Number of retired or separated participants receiving benefits	2015-01-01	49
Number of other retired or separated participants entitled to future benefits	2015-01-01	627
Total of all active and inactive participants	2015-01-01	3,594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	14
Total participants	2015-01-01	3,608
Number of participants with account balances	2015-01-01	3,543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	61
2014: MOSAIC INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,874
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,882
Number of retired or separated participants receiving benefits	2014-01-01	42
Number of other retired or separated participants entitled to future benefits	2014-01-01	609
Total of all active and inactive participants	2014-01-01	3,533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	15
Total participants	2014-01-01	3,548
Number of participants with account balances	2014-01-01	3,482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	72

Financial Data on MOSAIC INVESTMENT PLAN

Measure	Date	Value
2023 : MOSAIC INVESTMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$1,524,049
Total transfer of assets from this plan	2023-12-31	$11,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$173,053,762
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$92,929,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$92,545,388
Expenses. Certain deemed distributions of participant loans	2023-12-31	$25,974
Value of total corrective distributions	2023-12-31	$161,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$57,878,862
Value of total assets at end of year	2023-12-31	$790,536,875
Value of total assets at beginning of year	2023-12-31	$708,900,091
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$197,040
Total interest from all sources	2023-12-31	$376,441
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$28,045,381
Participant contributions at end of year	2023-12-31	$6,518,219
Participant contributions at beginning of year	2023-12-31	$6,454,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$80,123,945
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$790,536,875
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$708,900,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$243,610
Interest on participant loans	2023-12-31	$376,441
Value of interest in master investment trust accounts at end of year	2023-12-31	$764,154,207
Value of interest in master investment trust accounts at beginning of year	2023-12-31	$682,121,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$29,833,481
Employer contributions (assets) at end of year	2023-12-31	$19,864,449
Employer contributions (assets) at beginning of year	2023-12-31	$20,323,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$92,545,388
Contract administrator fees	2023-12-31	$3,900
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	KPMG LLP
Accountancy firm EIN	2023-12-31	135565207
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total transfer of assets to this plan	2023-01-01	$1,524,049
Total transfer of assets from this plan	2023-01-01	$11,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$173,053,762
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$92,929,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$92,545,388
Expenses. Certain deemed distributions of participant loans	2023-01-01	$25,974
Value of total corrective distributions	2023-01-01	$161,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$57,878,862
Value of total assets at end of year	2023-01-01	$790,536,875
Value of total assets at beginning of year	2023-01-01	$708,900,091
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$197,040
Total interest from all sources	2023-01-01	$376,441
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$15,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$28,045,381
Participant contributions at end of year	2023-01-01	$6,518,219
Participant contributions at beginning of year	2023-01-01	$6,454,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$80,123,945
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$790,536,875
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$708,900,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$243,610
Interest on participant loans	2023-01-01	$376,441
Value of interest in master investment trust accounts at end of year	2023-01-01	$764,154,207
Value of interest in master investment trust accounts at beginning of year	2023-01-01	$682,121,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	Yes
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$29,833,481
Employer contributions (assets) at end of year	2023-01-01	$19,864,449
Employer contributions (assets) at beginning of year	2023-01-01	$20,323,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$92,545,388
Contract administrator fees	2023-01-01	$3,900
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	KPMG LLP
Accountancy firm EIN	2023-01-01	135565207
2022 : MOSAIC INVESTMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$416,313
Total transfer of assets from this plan	2022-12-31	$316,975
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-58,561,185
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$97,244,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$96,809,042
Expenses. Certain deemed distributions of participant loans	2022-12-31	$22,512
Value of total corrective distributions	2022-12-31	$103,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$66,720,487
Value of total assets at end of year	2022-12-31	$708,900,091
Value of total assets at beginning of year	2022-12-31	$864,606,505
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$309,800
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$37,350,429
Participant contributions at end of year	2022-12-31	$6,454,981
Participant contributions at beginning of year	2022-12-31	$6,130,510
Administrative expenses (other) incurred	2022-12-31	$37,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-155,805,752
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$708,900,091
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$864,606,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$271,853
Value of interest in master investment trust accounts at end of year	2022-12-31	$682,121,141
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$839,988,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$29,370,058
Employer contributions (assets) at end of year	2022-12-31	$20,323,969
Employer contributions (assets) at beginning of year	2022-12-31	$18,487,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$96,809,042
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KPMG LLP
Accountancy firm EIN	2022-12-31	135565207
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total transfer of assets to this plan	2022-01-01	$416,313
Total transfer of assets from this plan	2022-01-01	$316,975
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-58,561,185
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$97,244,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$96,809,042
Expenses. Certain deemed distributions of participant loans	2022-01-01	$22,512
Value of total corrective distributions	2022-01-01	$103,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$66,720,487
Value of total assets at end of year	2022-01-01	$708,900,091
Value of total assets at beginning of year	2022-01-01	$864,606,505
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$309,800
Total interest from all sources	2022-01-01	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$15,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$37,350,429
Participant contributions at end of year	2022-01-01	$6,454,981
Participant contributions at beginning of year	2022-01-01	$6,130,510
Administrative expenses (other) incurred	2022-01-01	$37,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-155,805,752
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$708,900,091
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$864,606,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$271,853
Value of interest in master investment trust accounts at end of year	2022-01-01	$682,121,141
Value of interest in master investment trust accounts at beginning of year	2022-01-01	$839,988,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$29,370,058
Employer contributions (assets) at end of year	2022-01-01	$20,323,969
Employer contributions (assets) at beginning of year	2022-01-01	$18,487,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$96,809,042
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	KPMG LLP
Accountancy firm EIN	2022-01-01	135565207
2021 : MOSAIC INVESTMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$418,464
Total transfer of assets from this plan	2021-12-31	$693,028
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$163,758,882
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$84,503,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$84,116,943
Expenses. Certain deemed distributions of participant loans	2021-12-31	$25,503
Value of total corrective distributions	2021-12-31	$38,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$53,175,571
Value of total assets at end of year	2021-12-31	$864,606,505
Value of total assets at beginning of year	2021-12-31	$785,625,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$322,356
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$25,771,875
Participant contributions at end of year	2021-12-31	$6,130,510
Participant contributions at beginning of year	2021-12-31	$6,617,617
Administrative expenses (other) incurred	2021-12-31	$32,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$79,255,682
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$864,606,505
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$785,625,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$289,954
Value of interest in master investment trust accounts at end of year	2021-12-31	$839,988,986
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$762,724,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$27,403,696
Employer contributions (assets) at end of year	2021-12-31	$18,487,009
Employer contributions (assets) at beginning of year	2021-12-31	$16,282,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$84,116,943
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	KPMG LLP
Accountancy firm EIN	2021-12-31	135565207
2020 : MOSAIC INVESTMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$878,906
Total transfer of assets from this plan	2020-12-31	$856,160
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$148,226,078
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$102,465,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$102,006,611
Expenses. Certain deemed distributions of participant loans	2020-12-31	$26,166
Value of total corrective distributions	2020-12-31	$70,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$47,477,426
Value of total assets at end of year	2020-12-31	$785,625,387
Value of total assets at beginning of year	2020-12-31	$739,841,914
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$362,536
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$22,646,210
Participant contributions at end of year	2020-12-31	$6,617,617
Participant contributions at beginning of year	2020-12-31	$7,663,172
Administrative expenses (other) incurred	2020-12-31	$68,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$45,760,727
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$785,625,387
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$739,841,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$293,651
Value of interest in master investment trust accounts at end of year	2020-12-31	$762,724,917
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$715,068,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$24,831,216
Employer contributions (assets) at end of year	2020-12-31	$16,282,853
Employer contributions (assets) at beginning of year	2020-12-31	$17,110,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$102,006,611
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	KPMG LLP
Accountancy firm EIN	2020-12-31	135565207
2019 : MOSAIC INVESTMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$497,801
Total transfer of assets from this plan	2019-12-31	$1,484,971
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$169,196,904
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$85,902,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$85,578,422
Expenses. Certain deemed distributions of participant loans	2019-12-31	$5,093
Value of total corrective distributions	2019-12-31	$33,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$50,299,728
Value of total assets at end of year	2019-12-31	$739,841,914
Value of total assets at beginning of year	2019-12-31	$657,534,768
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$285,928
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$23,864,386
Participant contributions at end of year	2019-12-31	$7,663,172
Participant contributions at beginning of year	2019-12-31	$9,011,218
Administrative expenses (other) incurred	2019-12-31	$38,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$83,294,316
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$739,841,914
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$657,534,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$247,199
Value of interest in master investment trust accounts at end of year	2019-12-31	$715,068,711
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$630,450,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$26,435,342
Employer contributions (assets) at end of year	2019-12-31	$17,110,031
Employer contributions (assets) at beginning of year	2019-12-31	$18,072,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$85,578,422
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	KPMG LLP
Accountancy firm EIN	2019-12-31	135565207
2018 : MOSAIC INVESTMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$226,999
Total transfer of assets from this plan	2018-12-31	$559,961
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$19,711,772
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$129,183,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$128,422,004
Value of total corrective distributions	2018-12-31	$274,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$48,909,633
Value of total assets at end of year	2018-12-31	$657,534,768
Value of total assets at beginning of year	2018-12-31	$767,339,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$487,231
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$481,132
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$22,204,607
Participant contributions at end of year	2018-12-31	$9,011,218
Participant contributions at beginning of year	2018-12-31	$11,047,553
Other income not declared elsewhere	2018-12-31	$5,661
Administrative expenses (other) incurred	2018-12-31	$2,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-109,471,986
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$657,534,768
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$767,339,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$3,579
Value of interest in master investment trust accounts at end of year	2018-12-31	$630,450,844
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$736,908,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$26,705,026
Employer contributions (assets) at end of year	2018-12-31	$18,072,706
Employer contributions (assets) at beginning of year	2018-12-31	$19,383,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$128,422,004
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	KPMG LLP
Accountancy firm EIN	2018-12-31	135565207
2017 : MOSAIC INVESTMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$94,865
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$152,572,922
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$79,030,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$78,518,503
Value of total corrective distributions	2017-12-31	$62,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$56,634,793
Value of total assets at end of year	2017-12-31	$767,339,716
Value of total assets at beginning of year	2017-12-31	$693,702,885
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$449,971
Total interest from all sources	2017-12-31	$471,159
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$443,061
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$26,751,646
Participant contributions at end of year	2017-12-31	$11,047,553
Participant contributions at beginning of year	2017-12-31	$10,399,548
Other income not declared elsewhere	2017-12-31	$9,658
Administrative expenses (other) incurred	2017-12-31	$6,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$73,541,966
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$767,339,716
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$693,702,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Interest on participant loans	2017-12-31	$471,159
Value of interest in master investment trust accounts at end of year	2017-12-31	$736,908,638
Value of interest in master investment trust accounts at beginning of year	2017-12-31	$663,120,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$29,883,147
Employer contributions (assets) at end of year	2017-12-31	$19,383,525
Employer contributions (assets) at beginning of year	2017-12-31	$20,182,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$78,518,503
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	KPMG LLP
Accountancy firm EIN	2017-12-31	135565207
2016 : MOSAIC INVESTMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$1,616,752
Total unrealized appreciation/depreciation of assets	2016-12-31	$1,616,752
Total transfer of assets to this plan	2016-12-31	$413,782
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$103,278,541
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$65,907,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$65,370,043
Value of total corrective distributions	2016-12-31	$108,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$58,497,216
Value of total assets at end of year	2016-12-31	$693,702,885
Value of total assets at beginning of year	2016-12-31	$655,918,342
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$429,670
Total interest from all sources	2016-12-31	$432,362
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$6,494,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$5,529,752
Administrative expenses professional fees incurred	2016-12-31	$429,670
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$26,908,201
Participant contributions at end of year	2016-12-31	$10,399,548
Participant contributions at beginning of year	2016-12-31	$10,332,605
Other income not declared elsewhere	2016-12-31	$35,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$37,370,761
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$693,702,885
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$655,918,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$183,517,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$177,598,516
Interest on participant loans	2016-12-31	$432,362
Value of interest in common/collective trusts at end of year	2016-12-31	$456,024,976
Value of interest in common/collective trusts at beginning of year	2016-12-31	$423,894,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$5,028,353
Net investment gain or loss from common/collective trusts	2016-12-31	$31,174,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$23,577,674
Assets. Invements in employer securities at beginning of year	2016-12-31	$23,154,278
Contributions received in cash from employer	2016-12-31	$31,589,015
Employer contributions (assets) at end of year	2016-12-31	$20,182,868
Employer contributions (assets) at beginning of year	2016-12-31	$20,938,755
Income. Dividends from common stock	2016-12-31	$964,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$65,370,043
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	KPMG LLP
Accountancy firm EIN	2016-12-31	135565207
2015 : MOSAIC INVESTMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-14,364,641
Total unrealized appreciation/depreciation of assets	2015-12-31	$-14,364,641
Total transfer of assets to this plan	2015-12-31	$580,851
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$42,656,809
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$59,576,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$59,156,136
Value of total corrective distributions	2015-12-31	$52,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$58,721,907
Value of total assets at end of year	2015-12-31	$655,918,342
Value of total assets at beginning of year	2015-12-31	$672,257,525
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$367,953
Total interest from all sources	2015-12-31	$408,023
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$10,484,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$9,617,444
Administrative expenses professional fees incurred	2015-12-31	$367,953
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$26,954,580
Participant contributions at end of year	2015-12-31	$10,332,605
Participant contributions at beginning of year	2015-12-31	$10,386,173
Other income not declared elsewhere	2015-12-31	$4,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-16,920,034
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$655,918,342
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$672,257,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$177,598,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$183,855,321
Interest on participant loans	2015-12-31	$408,023
Value of interest in common/collective trusts at end of year	2015-12-31	$423,894,188
Value of interest in common/collective trusts at beginning of year	2015-12-31	$418,475,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-10,475,375
Net investment gain or loss from common/collective trusts	2015-12-31	$-2,121,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$23,154,278
Assets. Invements in employer securities at beginning of year	2015-12-31	$39,096,489
Contributions received in cash from employer	2015-12-31	$31,767,327
Employer contributions (assets) at end of year	2015-12-31	$20,938,755
Employer contributions (assets) at beginning of year	2015-12-31	$20,444,039
Income. Dividends from common stock	2015-12-31	$866,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$59,156,136
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	KPMG LLP
Accountancy firm EIN	2015-12-31	135565207
2014 : MOSAIC INVESTMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-1,384,242
Total unrealized appreciation/depreciation of assets	2014-12-31	$-1,384,242
Total transfer of assets to this plan	2014-12-31	$85,144,594
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$91,396,042
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$66,986,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$66,556,563
Value of total corrective distributions	2014-12-31	$71,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$54,488,740
Value of total assets at end of year	2014-12-31	$672,257,525
Value of total assets at beginning of year	2014-12-31	$562,703,034
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$357,591
Total interest from all sources	2014-12-31	$359,457
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$9,566,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$8,653,588
Administrative expenses professional fees incurred	2014-12-31	$357,591
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$24,104,866
Participant contributions at end of year	2014-12-31	$10,386,173
Participant contributions at beginning of year	2014-12-31	$6,816,693
Other income not declared elsewhere	2014-12-31	$12,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$24,409,897
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$672,257,525
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$562,703,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$183,855,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$169,177,123
Interest on participant loans	2014-12-31	$359,457
Value of interest in common/collective trusts at end of year	2014-12-31	$418,475,503
Value of interest in common/collective trusts at beginning of year	2014-12-31	$324,244,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,273,318
Net investment gain or loss from common/collective trusts	2014-12-31	$26,079,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$39,096,489
Assets. Invements in employer securities at beginning of year	2014-12-31	$46,170,203
Contributions received in cash from employer	2014-12-31	$30,383,874
Employer contributions (assets) at end of year	2014-12-31	$20,444,039
Employer contributions (assets) at beginning of year	2014-12-31	$16,294,644
Income. Dividends from common stock	2014-12-31	$912,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$66,556,563
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	KPMG LLP
Accountancy firm EIN	2014-12-31	135565207

Form 5500 Responses for MOSAIC INVESTMENT PLAN

2023: MOSAIC INVESTMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MOSAIC INVESTMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MOSAIC INVESTMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MOSAIC INVESTMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MOSAIC INVESTMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MOSAIC INVESTMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MOSAIC INVESTMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MOSAIC INVESTMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MOSAIC INVESTMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MOSAIC INVESTMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

MOSAIC INVESTMENT PLAN [EIN = 200891589]

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Company Name:	THE MOSAIC COMPANY
Employer identification number (EIN):	201026454
NAIC Classification:	325300

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2023-01-01	DOUG WILSON	2024-07-09
004	2022-01-01
004	2022-01-01	DOUG WILSON
004	2021-01-01
004	2021-01-01	DOUG WILSON
004	2020-01-01
004	2019-01-01	DOUGLAS WILSON	2020-07-09
004	2018-01-01
004	2017-01-01
004	2016-01-01	THOMAS ARMANI
004	2015-01-01
004	2014-01-01	FILED WITH AUTHORIZED SIGNATURE