2023 Form 5500 filing — Welch Foods, Inc. Pension Plan Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240617135253NAL0001546721001) for Welch Foods, Inc. Pension Plan Trust, reported by Welch Foods, Inc., A Cooperative under EIN 16-0998906 and plan number 015. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240617135253NAL0001546721001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Welch Foods, Inc., A Cooperative
- EIN
- 16-0998906
- Plan number
- 015
- Location
- Concord, MA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,772,593
- Net assets (EOY)
- $121,772,593
- Employer contributions
- $9,000,000
- Total income / additions
- $14,956,684
- Administrative expenses
- $543,907
- Total expenses
- $543,907
- Net increase / (decrease)
- $14,412,777
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| State Street | NONE | $147,151 | not reported in the loaded dataset |
| Silchester | ADVISOR | $142,756 | not reported in the loaded dataset |
| Colonial Consulting | CONSULTANT | $118,244 | not reported in the loaded dataset |
| Colchester | ADVISOR | $27,310 | not reported in the loaded dataset |
| Boivin & Associates, Cpas, LLC | AUDITOR | $9,000 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $5,022 | not reported in the loaded dataset |