The Dierbergs Market, Inc And Local 655 Variable Annuity Plan — Form 5500 plan (Board Of Trustees Of The Dierbergs Local 655 Variable Annuity Plan)
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 Dierbergs Market, Inc And Local 655 Variable Annuity Plan is a benefit plan reported by Board Of Trustees Of The Dierbergs Local 655 Variable Annuity Plan under EIN 87-2735209 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,642 participants and $8,621,179 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Dierbergs Local 655 Variable Annuity Plan
- EIN
- 87-2735209
- Plan number
- 001
- Plan type
- 2
- Location
- Chesterfield, MO
- Latest filing year
- 2023
- Participants
- 1,642
- End-of-year plan assets
- $8,621,179
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,642 | H, C | 20240916214556NAL0002065265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,621,179
- Total liabilities (EOY)
- $169,205
- Net assets (EOY)
- $8,451,974
- Net assets (BOY)
- $6,131,158
Income & contributions
- Employer contributions
- $2,102,557
- Total contributions
- $2,102,557
- Total income / additions
- $2,908,000
Expenses & distributions
- Benefits paid
- $211,937
- Administrative expenses
- $375,247
- Total expenses
- $587,184
- Net increase / (decrease)
- $2,320,816
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Advisors, Inc. | THIRD PARTY ADMINISTRATOR | $94,483 | not reported in the loaded dataset | 2023 |
| The Segal Company (Midwest), Inc. | ACTUARIAL | $66,506 | not reported in the loaded dataset | 2023 |
| Reinhart Borner Van Deuren S.C. | LEGAL | $29,037 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | INVESTMENT ADVISORY | $15,000 | not reported in the loaded dataset | 2023 |
| Rubinbrown, Llp | ACCOUNTING | $12,500 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | INSURANCE PROVIDER | $12,272 | not reported in the loaded dataset | 2023 |
| Hammond And Shinners, P.C. | LEGAL | $8,364 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Dierbergs Local 655 Variable Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Chesterfield, MO
- Epic Advisors, Inc. — Schedule C compensation
- The Segal Company (Midwest), Inc. — Schedule C compensation
- Reinhart Borner Van Deuren S.C. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Rubinbrown, Llp — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Hammond And Shinners, P.C. — Schedule C compensation