Barry Callebaut U.S.A. 401(K) Retirement Plan — Form 5500 plan (Barry Callebaut Usa)
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, Barry Callebaut U.S.A. 401(K) Retirement Plan is a benefit plan reported by Barry Callebaut Usa under EIN 26-0072915 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,931 participants and $117,575,862 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barry Callebaut Usa
- EIN
- 26-0072915
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 1,931
- End-of-year plan assets
- $117,575,862
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,931 | H, C | 20241009113337NAL0010567043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,575,862
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,575,862
- Net assets (BOY)
- $93,859,327
Income & contributions
- Employer contributions
- $4,965,963
- Participant contributions
- $9,143,688
- Total contributions
- $16,292,004
- Total income / additions
- $34,357,201
Expenses & distributions
- Benefits paid
- $10,400,685
- Administrative expenses
- $226,386
- Total expenses
- $10,640,666
- Net increase / (decrease)
- $23,716,535
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $206,386 | $0 | 2023 |
| Raymond James Financial | INVESTMENT ADVISORY | $10,000 | not reported in the loaded dataset | 2023 |
| Concurrent Investment Advisors, LLC | INVESTMENT ADVISORY | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barry Callebaut Usa
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Principal Life Insurance Company — Schedule C compensation
- Raymond James Financial — Schedule C compensation
- Concurrent Investment Advisors, LLC — Schedule C compensation