Swiss Valley Farms, Co. Employees' Pension Plan And Trust — Form 5500 plan (Prairie Farms Dairy, 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, Swiss Valley Farms, Co. Employees' Pension Plan And Trust is a benefit plan reported by Prairie Farms Dairy, Inc. under EIN 37-0811846 and plan number 014. The latest loaded filing year is 2023. The filing reports 253 participants and $507,673 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$507.7KPlan net assets, end of year$507,673
Participants253Covered participants reported
Assets / participant$2KComputed: assets ÷ participants$2,007 (computed)
Provider compensation$80.5K1 Schedule C provider row(s)$80,477
- Plan sponsor
- Prairie Farms Dairy, Inc.
- EIN
- 37-0811846
- Plan number
- 014
- Plan type
- 2
- Location
- Davenport, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 253 | H, C | 20241015094401NAL0027975937001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$507.7K total assets
Net assets$507.7KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $507,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $507,673
- Net assets (BOY)
- $17,379,980
Income & contributions
- Employer contributions
- $121,933
- Total contributions
- $121,933
- Total income / additions
- $1,460,021
Expenses & distributions
- Benefits paid
- $18,251,851
- Administrative expenses
- $80,477
- Total expenses
- $18,332,328
- Net increase / (decrease)
- -$16,872,307
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets3611%Computed ratio
Benefits paid ÷ total income1250%Computed ratio
Provider comp. ÷ net assets16%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Country Trust Bank | NONE | $80,477 | not reported in the loaded dataset | 2023 |