Blue Diamond Growers Employees Pension Plan — Form 5500 plan (Blue Diamond Growers)
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, Blue Diamond Growers Employees Pension Plan is a benefit plan reported by Blue Diamond Growers under EIN 94-0355780 and plan number 001. The latest loaded filing year is 2023. The filing reports 743 participants and $101,947,023 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Diamond Growers
- EIN
- 94-0355780
- Plan number
- 001
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 743
- End-of-year plan assets
- $101,947,023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 743 | H, C | 20250414164619NAL0002026097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $101,947,023
- Total liabilities (EOY)
- $14,072
- Net assets (EOY)
- $101,932,951
- Net assets (BOY)
- $97,270,115
Income & contributions
- Employer contributions
- $7,000,000
- Total contributions
- $7,000,000
- Total income / additions
- $15,420,231
Expenses & distributions
- Benefits paid
- $9,804,776
- Administrative expenses
- $952,619
- Total expenses
- $10,757,395
- Net increase / (decrease)
- $4,662,836
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | ACTUARIAL/CONSULTING | $150,177 | not reported in the loaded dataset | 2023 |
| Fid Inst Asset Mgmt Trust Co | INV. MANAGEMENT | $100,729 | not reported in the loaded dataset | 2023 |
| Fid Mgmt Trust Co | TRUSTEE | $94,464 | not reported in the loaded dataset | 2023 |
| Crowe Llp | AUDITOR | $26,370 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | INV. ADVISORY | $25,115 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blue Diamond Growers
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sacramento, CA
- Fid Inv Inst Ops Co — Schedule C compensation
- Fid Inst Asset Mgmt Trust Co — Schedule C compensation
- Fid Mgmt Trust Co — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Morgan Stanley — Schedule C compensation