2023 Form 5500 filing — The Dierbergs Market, Inc And Local 655 Variable Annuity 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 20240916214556NAL0002065265001) for The Dierbergs Market, Inc And Local 655 Variable Annuity Plan, reported by Board Of Trustees Of The Dierbergs Local 655 Variable Annuity Plan under EIN 87-2735209 and plan number 001. It reports 1,642 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916214556NAL0002065265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees Of The Dierbergs Local 655 Variable Annuity Plan
- EIN
- 87-2735209
- Plan number
- 001
- Location
- Chesterfield, MO
- Participants
- 1,642
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,621,179
- Total liabilities (EOY)
- $169,205
- Net assets (EOY)
- $8,451,974
- Employer contributions
- $2,102,557
- Total income / additions
- $2,908,000
- Benefits paid
- $211,937
- Administrative expenses
- $375,247
- Total expenses
- $587,184
- Net increase / (decrease)
- $2,320,816
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Advisors, Inc. | THIRD PARTY ADMINISTRATOR | $94,483 | not reported in the loaded dataset |
| The Segal Company (Midwest), Inc. | ACTUARIAL | $66,506 | not reported in the loaded dataset |
| Reinhart Borner Van Deuren S.C. | LEGAL | $29,037 | not reported in the loaded dataset |
| Segal Marco Advisors | INVESTMENT ADVISORY | $15,000 | not reported in the loaded dataset |
| Rubinbrown, Llp | ACCOUNTING | $12,500 | not reported in the loaded dataset |
| Segal Select Insurance | INSURANCE PROVIDER | $12,272 | not reported in the loaded dataset |
| Hammond And Shinners, P.C. | LEGAL | $8,364 | not reported in the loaded dataset |