Plan5500

Lactalis Dairy Usa 401(K) Plan — Form 5500 plan (Karoun Dairies, 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, Lactalis Dairy Usa 401(K) Plan is a benefit plan reported by Karoun Dairies, LLC under EIN 95-4343064 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,742 participants and $128,308,785 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Karoun Dairies, LLC
EIN
95-4343064
Plan number
002
Plan type
2
Location
San Fernando, CA
Latest filing year
2023
Participants
1,742
End-of-year plan assets
$128,308,785

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,742H, C20240916094643NAL0002537840001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$128,308,785
Total liabilities (EOY)
$0
Net assets (EOY)
$128,308,785
Net assets (BOY)
$98,161,229

Income & contributions

Employer contributions
$8,413,741
Participant contributions
$9,597,090
Total contributions
$20,544,406
Total income / additions
$37,885,019

Expenses & distributions

Benefits paid
$7,552,149
Administrative expenses
$185,314
Total expenses
$7,737,463
Net increase / (decrease)
$30,147,556

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan SrvcsRETAINED BY EMPLOYER$173,014$02023
Alera InvestmentsRETAINED BY EMPLOYER$9,233not reported in the loaded dataset2023
The Waterford Group, LLCRETAINED BY EMPLOYER$3,067not reported in the loaded dataset2023

Related Form 5500 pages