2023 Form 5500 filing — Lactalis American Group, Inc. Retirement Plan
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 20240916091313NAL0003520002001) for Lactalis American Group, Inc. Retirement Plan, reported by Lactalis American Group Inc. under EIN 39-1429105 and plan number 002. It reports 2,157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916091313NAL0003520002001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lactalis American Group Inc.
- EIN
- 39-1429105
- Plan number
- 002
- Location
- Buffalo, NY
- Participants
- 2,157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $182,157,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $182,157,612
- Employer contributions
- $7,553,689
- Participant contributions
- $7,228,850
- Total income / additions
- $39,469,793
- Benefits paid
- $15,160,129
- Administrative expenses
- $91,071
- Total expenses
- $15,318,850
- Net increase / (decrease)
- $24,150,943
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Srvcs | RETAINED BY CLIENT | $78,505 | $0 |
| Alera Investment | RETAINED BY EMPLOYER | $12,567 | not reported in the loaded dataset |