2023 Form 5500 filing — Plan De Participacion De Ganancias Para Los Empleados De Suiza Dairy Y Sus Afiliadas
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 20241007133838NAL0026303680001) for Plan De Participacion De Ganancias Para Los Empleados De Suiza Dairy Y Sus Afiliadas, reported by Suiza Dairy Corp. under EIN 66-0617827 and plan number 001. It reports 973 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007133838NAL0026303680001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Suiza Dairy Corp.
- EIN
- 66-0617827
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 973
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,209,758
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,209,758
- Employer contributions
- $308,490
- Participant contributions
- $10,467
- Total income / additions
- $3,506,831
- Benefits paid
- $2,011,639
- Administrative expenses
- $21,991
- Total expenses
- $2,033,630
- Net increase / (decrease)
- $1,473,201
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independent Financial Group LLC | INVESTMENT ADVISOR | $84,434 | $0 |
| Independent Financial Group LLC | INVESTMENT ADVISOR | $50,846 | $0 |
| Empower Annuity Insurance Company F | RECORDKEEPER | $21,991 | $0 |
| Great West Life & Annuity Company | RECORDKEEPER | $18,262 | $0 |
| A & A Employee Benefits Consulting | CONTRACT ADMIN | $0 | $10,000 |