Employee Owned Brands, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Employee Owned Brands, Inc. (EIN 42-0990485) is a plan sponsor located in Fairfield, IA with 6 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 42-0990485
- Location
- Fairfield, IA
- Loaded plans
- 6
- Total reported participants
- 5,200
- Total reported plan assets (EOY)
- $917,709,400
- Plans with financial data
- 2
- Plans with provider compensation
- 1
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Employee Owned Brands, Inc. Employee Stock Ownership Plan | 005 | 853 | $863,986,659 | 2023 |
| Employee Owned Brands, Inc. 401(K) Plan | 004 | 1,213 | $53,722,741 | 2023 |
| Group Insurance For Employees Of Employee Owned Brands, Inc. | 501 | 1,055 | not reported in the loaded dataset | 2023 |
| Employee Owned Brands, Inc. Dental Plan | 504 | 738 | not reported in the loaded dataset | 2023 |
| Employee Owned Brands, Inc. Employee Health Benefits Plan | 502 | 717 | not reported in the loaded dataset | 2023 |
| Employee Owned Brands, Inc. Vision Plan | 505 | 624 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Employee Owned Brands, Inc. Employee Health Benefits Plan | 717 | — | 20240423150145NAL0021211602001 |
| 2023 | Employee Owned Brands, Inc. Dental Plan | 738 | — | 20240423150354NAL0001862241001 |
| 2023 | Employee Owned Brands, Inc. Vision Plan | 624 | — | 20240423150747NAL0008226803001 |
| 2023 | Group Insurance For Employees Of Employee Owned Brands, Inc. | 1,055 | — | 20240425131708NAL0005094257001 |
| 2023 | Employee Owned Brands, Inc. 401(K) Plan | 1,213 | H, C | 20241008103559NAL0029564752001 |
| 2023 | Employee Owned Brands, Inc. Employee Stock Ownership Plan | 853 | H | 20241008110509NAL0017437921001 |