2023 Form 5500 filing — Delaval Dairy Services Retirement 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 20241001100227NAL0013346114001) for Delaval Dairy Services Retirement Plan, reported by Delaval Inc. under EIN 22-2734539 and plan number 002. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001100227NAL0013346114001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Delaval Inc.
- EIN
- 22-2734539
- Plan number
- 002
- Location
- Kansas City, MO
- Participants
- 240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,201,309
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,201,309
- Employer contributions
- $657,732
- Participant contributions
- $1,457,749
- Total income / additions
- $5,522,001
- Benefits paid
- $2,127,460
- Administrative expenses
- $48,164
- Total expenses
- $2,181,438
- Net increase / (decrease)
- $3,340,563
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $16,774 | $0 |
| Gallagher Fiduciary Advisors LLC | BROKER | $16,667 | not reported in the loaded dataset |
| Rubinbrown | ACCOUNTANT/AUDITOR | $14,208 | not reported in the loaded dataset |