Delaware North America, LLC — Form 5500 plan (Delaware Consulting U.S., Inc.)

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, Delaware North America, LLC is a benefit plan reported by Delaware Consulting U.S., Inc. under EIN 20-8048901 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $14,988,657 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Delaware Consulting U.S., Inc.
EIN
20-8048901
Plan number
001
Plan type
2
Location
Auburn, AL
Latest filing year
2023
Participants
214
End-of-year plan assets
$14,988,657

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023214H, C20241230112007NAL0010169891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,988,657
Total liabilities (EOY)
$0
Net assets (EOY)
$14,988,657
Net assets (BOY)
$8,470,736

Income & contributions

Employer contributions
$1,181,443
Participant contributions
$2,894,254
Total contributions
$5,157,426
Total income / additions
$7,236,000

Expenses & distributions

Benefits paid
$718,128
Administrative expenses
$1,006
Total expenses
$718,079
Net increase / (decrease)
$6,517,921

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$1,006$02023

Related Form 5500 pages