Premier Brands Group Holdings LLC Retirement Plan — Form 5500 plan (Premier Brands Group Holdings LLC)
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, Premier Brands Group Holdings LLC Retirement Plan is a benefit plan reported by Premier Brands Group Holdings LLC under EIN 22-3497645 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,688 participants and $185,177,958 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Premier Brands Group Holdings LLC
- EIN
- 22-3497645
- Plan number
- 003
- Plan type
- 2
- Location
- Bristol, PA
- Latest filing year
- 2023
- Participants
- 1,688
- End-of-year plan assets
- $185,177,958
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,688 | H, C | 20240918143928NAL0002652371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $185,177,958
- Total liabilities (EOY)
- $350,338
- Net assets (EOY)
- $184,827,620
- Net assets (BOY)
- $163,040,655
Income & contributions
- Employer contributions
- $1,819,188
- Participant contributions
- $4,160,450
- Total contributions
- $6,218,183
- Total income / additions
- $37,271,387
Expenses & distributions
- Benefits paid
- $15,185,578
- Administrative expenses
- $298,844
- Total expenses
- $15,484,422
- Net increase / (decrease)
- $21,786,965
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | RECORDKEEPER | $201,095 | $48,759 | 2023 |
| Onedigital Investment Advisors LLC | CONSULTANT | $65,000 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | ACCOUNTANT | $32,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Premier Brands Group Holdings LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Bristol, PA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation