2023 Form 5500 filing — Welch Foods 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 20260522125115NAL0007002098001) for Welch Foods Inc. Pension Plan, reported by Welch Foods, Inc., A Cooperative under EIN 16-0998906 and plan number 006. It reports 1,036 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260522125115NAL0007002098001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Welch Foods, Inc., A Cooperative
- EIN
- 16-0998906
- Plan number
- 006
- Location
- Concord, MA
- Participants
- 1,036
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $127,802,924
- Net assets (EOY)
- $127,802,924
- Employer contributions
- $1,125,000
- Total income / additions
- $12,892,674
- Benefits paid
- $7,772,672
- Administrative expenses
- $596,567
- Total expenses
- $8,369,239
- Net increase / (decrease)
- $4,523,435
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $122,970 | $0 |