2023 Form 5500 filing — Delaware North Companies 401(K) Union 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 20241015111515NAL0028171889001) for Delaware North Companies 401(K) Union Plan, reported by Delaware North Companies, Incorporated under EIN 16-0994528 and plan number 007. It reports 3,024 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111515NAL0028171889001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Delaware North Companies, Incorporated
- EIN
- 16-0994528
- Plan number
- 007
- Location
- Buffalo, NY
- Participants
- 3,024
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,403,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,403,468
- Employer contributions
- $2,073,660
- Participant contributions
- $4,921,144
- Total income / additions
- $12,994,719
- Benefits paid
- $6,622,410
- Administrative expenses
- $190,729
- Total expenses
- $6,827,361
- Net increase / (decrease)
- $6,167,358
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY EMPLOYER | $168,833 | $0 |
| Morganstanley Smithbarney | RETAINED BY EMPLOYER | $15,000 | not reported in the loaded dataset |
| Tronconi Segarra & Associates | RETAINED BY EMPLOYER | $6,500 | not reported in the loaded dataset |