Dlf Usa Inc. Retirement Plan — Form 5500 plan (Dlf Usa 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, Dlf Usa Inc. Retirement Plan is a benefit plan reported by Dlf Usa Inc. under EIN 93-0607009 and plan number 001. The latest loaded filing year is 2023. The filing reports 296 participants and $19,826,922 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dlf Usa Inc.
EIN
93-0607009
Plan number
001
Plan type
2
Location
Albany, OR
Latest filing year
2023
Participants
296
End-of-year plan assets
$19,826,922

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023296H, C20250218113443NAL0003184753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,826,922
Total liabilities (EOY)
$0
Net assets (EOY)
$19,826,922
Net assets (BOY)
$18,378,561

Income & contributions

Employer contributions
$700,175
Participant contributions
$1,039,943
Total contributions
$1,740,118
Total income / additions
$4,428,089

Expenses & distributions

Benefits paid
$2,900,396
Administrative expenses
$79,332
Total expenses
$2,979,728
Net increase / (decrease)
$1,448,361

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$52,690$1282023
Raymond James Financial Services AdNONE$26,642not reported in the loaded dataset2023

Related Form 5500 pages