Welch'S Savings Plan For Union Employees — 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'S Savings Plan For Union Employees is a benefit plan reported by Welch Foods Inc., A Cooperative under EIN 16-0998906 and plan number 008. The latest loaded filing year is 2023. The filing reports 560 participants and $5,976,401 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
008
Plan type
2
Location
Concord, MA
Latest filing year
2023
Participants
560
End-of-year plan assets
$5,976,401

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023560H, C20250613140229NAL0017936273001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,976,401
Total liabilities (EOY)
$0
Net assets (EOY)
$5,976,401
Net assets (BOY)
$4,279,983

Income & contributions

Employer contributions
$189,104
Participant contributions
$1,083,463
Total contributions
$1,272,567
Total income / additions
$2,093,477

Expenses & distributions

Benefits paid
$391,929
Administrative expenses
$5,130
Total expenses
$397,059
Net increase / (decrease)
$1,696,418

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$5,130$02023

Related Form 5500 pages