Upper Lakes Foods, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Upper Lakes Foods, Inc. (EIN 41-0915145) is a plan sponsor located in Cloquet, MN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-0915145
Location
Cloquet, MN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$25,636,009
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$25,636,009

Contributions & income

Employer contributions
$633,582
Participant contributions
$1,809,648
Total income / additions
$6,033,351

Expenses & distributions

Benefits paid / distributions
$2,361,548
Total expenses
$2,473,635
Net increase / (decrease)
$3,559,716

Coverage

Total reported participants
872
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Upper Lakes Foods, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Upper Lakes Foods, Inc. Retirement Savings Plan001479$25,636,0092023
Upper Lakes Foods, Inc. Health Care Plan501393not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Upper Lakes Foods, Inc.
YearPlanParticipantsSchedulesFiling
2023Upper Lakes Foods, Inc. Retirement Savings Plan479H, C20241014073754NAL0025666449001
2023Upper Lakes Foods, Inc. Health Care Plan393C20241014103709NAL0013146435001

Related Form 5500 pages