Lewis Brothers Bakeries, Inc. Pension Plan — Form 5500 plan (Lewis Brothers Bakeries, 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, Lewis Brothers Bakeries, Inc. Pension Plan is a benefit plan reported by Lewis Brothers Bakeries, Inc. under EIN 37-0636783 and plan number 003. The latest loaded filing year is 2023. The filing reports 690 participants and $63,382,621 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lewis Brothers Bakeries, Inc.
EIN
37-0636783
Plan number
003
Plan type
2
Location
Evansville, IL
Latest filing year
2023
Participants
690
End-of-year plan assets
$63,382,621

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023690H, C20241015200027NAL0017152131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,382,621
Total liabilities (EOY)
$0
Net assets (EOY)
$63,382,621
Net assets (BOY)
$53,374,280

Income & contributions

Employer contributions
$3,000,000
Total contributions
$3,000,000
Total income / additions
$11,203,636

Expenses & distributions

Benefits paid
$1,127,628
Administrative expenses
$67,667
Total expenses
$1,195,295
Net increase / (decrease)
$10,008,341

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory ServicesINVESTMENT ADVISOR$66,865not reported in the loaded dataset2023

Related Form 5500 pages