Fairlife 401(K) Plan — Form 5500 plan (Fairlife, 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, Fairlife 401(K) Plan is a benefit plan reported by Fairlife, LLC under EIN 80-0864026 and plan number 001. The latest loaded filing year is 2023. The filing reports 829 participants and $38,707,215 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fairlife, LLC
- EIN
- 80-0864026
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 829
- End-of-year plan assets
- $38,707,215
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 829 | H, C | 20241010083007NAL0035267248001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,707,215
- Net assets (EOY)
- $38,707,215
- Net assets (BOY)
- $27,655,322
Income & contributions
- Employer contributions
- $2,506,492
- Participant contributions
- $4,557,299
- Total contributions
- $8,257,312
- Total income / additions
- $13,797,956
Expenses & distributions
- Benefits paid
- $2,700,639
- Administrative expenses
- $36,330
- Total expenses
- $2,746,063
- Net increase / (decrease)
- $11,051,893
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | SERVICE PROVIDER | $0 | $97,479 | 2023 |
| Administrative Retirement Services | THIRD-PARTY ADMINISTRATO | $13,590 | $15,204 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $22,740 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fairlife, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Global Retirement Partners — Schedule C compensation
- Administrative Retirement Services — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation