Delaval Dairy Services Retirement Plan — Form 5500 plan (Delaval 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, Delaval Dairy Services Retirement Plan is a benefit plan reported by Delaval Inc. under EIN 22-2734539 and plan number 002. The latest loaded filing year is 2023. The filing reports 240 participants and $23,201,309 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Delaval Inc.
- EIN
- 22-2734539
- Plan number
- 002
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $23,201,309
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241001100227NAL0013346114001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,201,309
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,201,309
- Net assets (BOY)
- $20,043,194
Income & contributions
- Employer contributions
- $657,732
- Participant contributions
- $1,457,749
- Total contributions
- $2,166,980
- Total income / additions
- $5,522,001
Expenses & distributions
- Benefits paid
- $2,127,460
- Administrative expenses
- $48,164
- Total expenses
- $2,181,438
- Net increase / (decrease)
- $3,340,563
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $16,774 | $0 | 2023 |
| Gallagher Fiduciary Advisors LLC | BROKER | $16,667 | not reported in the loaded dataset | 2023 |
| Rubinbrown | ACCOUNTANT/AUDITOR | $14,208 | not reported in the loaded dataset | 2023 |