2023 Form 5500 filing — Retirement Income Plan For The Employees Of Dannon
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 20241015071948NAL0015934899001) for Retirement Income Plan For The Employees Of Dannon, reported by Danone North America Public Benefit Corporation under EIN 11-2574006 and plan number 001. It reports 1,835 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015071948NAL0015934899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Danone North America Public Benefit Corporation
- EIN
- 11-2574006
- Plan number
- 001
- Location
- White Plains, NY
- Participants
- 1,835
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,883,960
- Total liabilities (EOY)
- $181,296
- Net assets (EOY)
- $89,702,664
- Employer contributions
- $700,000
- Total income / additions
- $16,050,532
- Benefits paid
- $19,219,127
- Administrative expenses
- $1,011,033
- Total expenses
- $20,230,160
- Net increase / (decrease)
- -$4,179,628
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $116,982 | $0 |
| Mercer | ACTUARY | $94,695 | not reported in the loaded dataset |
| Mercer Investments LLC | FIDUCIARY | $82,988 | $0 |
| Capfinancial Partners | CONSULTANT | $39,750 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |