2023 Form 5500 filing — Colony Brands, Inc. 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 20241015095451NAL0014351795001) for Colony Brands, Inc. Pension Plan, reported by Colony Brands, Inc. under EIN 39-0869862 and plan number 001. It reports 2,363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095451NAL0014351795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Colony Brands, Inc.
- EIN
- 39-0869862
- Plan number
- 001
- Location
- Monroe, WI
- Participants
- 2,363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,117,699
- Net assets (EOY)
- $59,117,699
- Employer contributions
- $6,000,000
- Total income / additions
- $10,867,537
- Benefits paid
- $4,118,809
- Administrative expenses
- $636,743
- Total expenses
- $4,755,552
- Net increase / (decrease)
- $6,111,985
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $167,622 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $115,903 | not reported in the loaded dataset |
| Matrix Trust Company | CONSULTANT | $14,915 | not reported in the loaded dataset |