2023 Form 5500 filing — Barry Callebaut U.S.A. 401(K) 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 20241009113337NAL0010567043001) for Barry Callebaut U.S.A. 401(K) Retirement Plan, reported by Barry Callebaut Usa under EIN 26-0072915 and plan number 002. It reports 1,931 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009113337NAL0010567043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barry Callebaut Usa
- EIN
- 26-0072915
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 1,931
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,575,862
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,575,862
- Employer contributions
- $4,965,963
- Participant contributions
- $9,143,688
- Total income / additions
- $34,357,201
- Benefits paid
- $10,400,685
- Administrative expenses
- $226,386
- Total expenses
- $10,640,666
- Net increase / (decrease)
- $23,716,535
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $206,386 | $0 |
| Raymond James Financial | INVESTMENT ADVISORY | $10,000 | not reported in the loaded dataset |
| Concurrent Investment Advisors, LLC | INVESTMENT ADVISORY | $10,000 | not reported in the loaded dataset |