Cream-O-Land Dairy Union Employees' Pension Plan — Form 5500 plan (Cream-O-Land Dairy, 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, Cream-O-Land Dairy Union Employees' Pension Plan is a benefit plan reported by Cream-O-Land Dairy, Inc. under EIN 22-1436887 and plan number 004. The latest loaded filing year is 2023. The filing reports 292 participants and $785,277 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$785.3KPlan net assets, end of year$785,277
Participants292Covered participants reported
Assets / participant$2.7KComputed: assets ÷ participants$2,689 (computed)
Provider compensation$16.2K2 Schedule C provider row(s)$16,211
Plan sponsor
Cream-O-Land Dairy, Inc.
EIN
22-1436887
Plan number
004
Plan type
2
Location
Florence, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023292H, C20240926083000NAL0000213539001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$785.3K total assets
Net assets$785.3KLiabilities$0
Money in vs. money out
Total income / additions$120.9K
Total expenses$128K
Benefits paid / distributions$111.8K
Contributions
Employer$25K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$785,277
Total liabilities (EOY)
$0
Net assets (EOY)
$785,277
Net assets (BOY)
$792,391

Income & contributions

Employer contributions
$25,000
Total contributions
$25,000
Total income / additions
$120,868

Expenses & distributions

Benefits paid
$111,771
Administrative expenses
$16,211
Total expenses
$127,982
Net increase / (decrease)
-$7,114
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income92%Computed ratio
Provider comp. ÷ net assets2%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$8,669$02023
The Huntington National BankADVISOR$7,542not reported in the loaded dataset2023

Related Form 5500 pages