2023 Form 5500 filing — Jones Dairy Farm Union Employees Pension 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 20241007122650NAL0007566771001) for Jones Dairy Farm Union Employees Pension Plan, reported by Jones Dairy Farm & Subsidiary under EIN 39-0380850 and plan number 007. It reports 278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007122650NAL0007566771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jones Dairy Farm & Subsidiary
- EIN
- 39-0380850
- Plan number
- 007
- Location
- Fort Atkinson, WI
- Participants
- 278
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,119,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,119,612
- Total income / additions
- $1,394,580
- Benefits paid
- $122,428
- Administrative expenses
- $45,685
- Total expenses
- $168,113
- Net increase / (decrease)
- $1,226,467
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Baird Advisors | NONE | $38,367 | not reported in the loaded dataset |
| Bmo Harris Bank Na | NONE | $7,318 | $0 |