Caribou Coffee Company, Inc. And Subsidiaries 401(K) Plan — Form 5500 plan (Caribou Coffee Company, 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, Caribou Coffee Company, Inc. And Subsidiaries 401(K) Plan is a benefit plan reported by Caribou Coffee Company, Inc. under EIN 41-1731219 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,939 participants and $43,797,157 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Caribou Coffee Company, Inc.
EIN
41-1731219
Plan number
001
Plan type
3
Location
Brooklyn Center, MN
Latest filing year
2023
Participants
7,939
End-of-year plan assets
$43,797,157

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,939H, C20241015115239NAL0016278515001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,797,157
Total liabilities (EOY)
$0
Net assets (EOY)
$43,797,157
Net assets (BOY)
$37,465,042

Income & contributions

Employer contributions
$537,713
Participant contributions
$3,409,529
Total contributions
$4,391,452
Total income / additions
$10,879,064

Expenses & distributions

Benefits paid
$4,404,583
Administrative expenses
$135,927
Total expenses
$4,546,949
Net increase / (decrease)
$6,332,115

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$81,427$02023
Sageview Advisory GroupNONE$54,500not reported in the loaded dataset2023

Related Form 5500 pages