2023 Form 5500 filing — Fairlife 401(K) 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 20241010083007NAL0035267248001) for Fairlife 401(K) Plan, reported by Fairlife, LLC under EIN 80-0864026 and plan number 001. It reports 829 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010083007NAL0035267248001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fairlife, LLC
- EIN
- 80-0864026
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 829
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,707,215
- Net assets (EOY)
- $38,707,215
- Employer contributions
- $2,506,492
- Participant contributions
- $4,557,299
- Total income / additions
- $13,797,956
- Benefits paid
- $2,700,639
- Administrative expenses
- $36,330
- Total expenses
- $2,746,063
- Net increase / (decrease)
- $11,051,893
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | SERVICE PROVIDER | $0 | $97,479 |
| Administrative Retirement Services | THIRD-PARTY ADMINISTRATO | $13,590 | $15,204 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $22,740 | $0 |