The Vollrath Company LLC Retiree Health Care Benefit Plan — Form 5500 plan (The Vollrath Company 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, The Vollrath Company LLC Retiree Health Care Benefit Plan is a benefit plan reported by The Vollrath Company LLC under EIN 39-1859733 and plan number 505. The latest loaded filing year is 2023. The filing reports 168 participants and $84,885 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$84.9KPlan net assets, end of year$84,885
Participants168Covered participants reported
Assets / participant$505Computed: assets ÷ participants$505 (computed)
Provider compensation$40.3K1 Schedule C provider row(s)$40,341
Plan sponsor
The Vollrath Company LLC
EIN
39-1859733
Plan number
505
Plan type
2
Location
Sheboygan, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20250415151108NAL0006052784001
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)$84.9K total assets
Net assets$84.9KLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$1.2M
Participant$171.6K
Full reported line items

Net assets

Total assets (EOY)
$84,885
Total liabilities (EOY)
$0
Net assets (EOY)
$84,885
Net assets (BOY)
$15,332

Income & contributions

Employer contributions
$1,178,736
Participant contributions
$171,582
Total contributions
$1,350,318
Total income / additions
$1,350,318

Expenses & distributions

Benefits paid
$1,240,424
Administrative expenses
$40,341
Total expenses
$1,280,765
Net increase / (decrease)
$69,553
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.

Contribution share (employer vs. participant)
Employer 87%Participant 13%
Total expenses ÷ net assets1509%Computed ratio
Benefits paid ÷ total income92%Computed ratio
Provider comp. ÷ net assets48%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prairie States EnterprisesNONE$40,341not reported in the loaded dataset2023

Related Form 5500 pages