2023 Form 5500 filing — Cream-O-Land Dairy Union Employees' Pension 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 20240926083000NAL0000213539001) for Cream-O-Land Dairy Union Employees' Pension Plan, reported by Cream-O-Land Dairy, Inc. under EIN 22-1436887 and plan number 004. It reports 292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$785.3KReported net assets$785,277
Participants292
Provider compensation$16.2K2 Schedule C row(s)$16,211
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240926083000NAL0000213539001
- Plan sponsor
- Cream-O-Land Dairy, Inc.
- EIN
- 22-1436887
- Plan number
- 004
- Location
- Florence, NJ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$785.3K total assets
Net assets$785.3KLiabilities$0
Full reported line items
- Total assets (EOY)
- $785,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $785,277
- Employer contributions
- $25,000
- Total income / additions
- $120,868
- Benefits paid
- $111,771
- Administrative expenses
- $16,211
- Total expenses
- $127,982
- Net increase / (decrease)
- -$7,114
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $8,669 | $0 |
| The Huntington National Bank | ADVISOR | $7,542 | not reported in the loaded dataset |