Plan5500

Welch Foods Inc. Pension Plan — Form 5500 plan (Welch Foods, Inc., A Cooperative)

Plain-English plan 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, Welch Foods Inc. Pension Plan is a benefit plan reported by Welch Foods, Inc., A Cooperative under EIN 16-0998906 and plan number 006. The latest loaded filing year is 2023. The filing reports 1,036 participants and $127,802,924 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Welch Foods, Inc., A Cooperative
EIN
16-0998906
Plan number
006
Plan type
2
Location
Concord, MA
Latest filing year
2023
Participants
1,036
End-of-year plan assets
$127,802,924

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,036H, C20260522125115NAL0007002098001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$127,802,924
Net assets (EOY)
$127,802,924
Net assets (BOY)
$123,279,489

Income & contributions

Employer contributions
$1,125,000
Total contributions
$1,125,000
Total income / additions
$12,892,674

Expenses & distributions

Benefits paid
$7,772,672
Administrative expenses
$596,567
Total expenses
$8,369,239
Net increase / (decrease)
$4,523,435

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$122,970$02023

Related Form 5500 pages