2023 Form 5500 filing — Borden Dairy Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240916105534NAL0001383233001) for Borden Dairy Retirement Savings Plan, reported by New Dairy Opco LLC under EIN 85-1243334 and plan number 001. It reports 1,896 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916105534NAL0001383233001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- New Dairy Opco LLC
- EIN
- 85-1243334
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 1,896
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,771,109
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,771,109
- Employer contributions
- $1,765,863
- Participant contributions
- $4,608,929
- Total income / additions
- $17,856,366
- Benefits paid
- $15,672,009
- Administrative expenses
- $274,382
- Total expenses
- $16,004,506
- Net increase / (decrease)
- $1,851,860
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $167,700 | $0 |
| Creative Planning | NONE | $81,250 | not reported in the loaded dataset |
| Baker Tilly | NONE | $32,533 | not reported in the loaded dataset |