Thrift And Savings Plan Sponsored By United Dairy Industry Association — Form 5500 plan (United Dairy Industry Association)
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, Thrift And Savings Plan Sponsored By United Dairy Industry Association is a benefit plan reported by United Dairy Industry Association under EIN 36-2702849 and plan number 334. The latest loaded filing year is 2023. The filing reports 711 participants and $151,891,535 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Dairy Industry Association
- EIN
- 36-2702849
- Plan number
- 334
- Plan type
- 3
- Location
- Rosemont, IL
- Latest filing year
- 2023
- Participants
- 711
- End-of-year plan assets
- $151,891,535
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 711 | H, C | 20241015212248NAL0030944993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $151,891,535
- Total liabilities (EOY)
- $35,310
- Net assets (EOY)
- $151,856,225
- Net assets (BOY)
- $130,583,512
Income & contributions
- Employer contributions
- $5,934,630
- Participant contributions
- $6,151,872
- Total contributions
- $12,508,809
- Total income / additions
- $36,068,536
Expenses & distributions
- Benefits paid
- $14,639,804
- Administrative expenses
- $148,411
- Total expenses
- $14,795,823
- Net increase / (decrease)
- $21,272,713
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $148,411 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |