2023 Form 5500 filing — The Consolidated Allagash 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 20241009151147NAL0018621505001) for The Consolidated Allagash Pension Plan, reported by New Berry, Inc. under EIN 95-3874528 and plan number 010. It reports 360 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009151147NAL0018621505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Berry, Inc.
- EIN
- 95-3874528
- Plan number
- 010
- Location
- Harmony, PA
- Participants
- 360
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,022,486
- Total liabilities (EOY)
- $8,358
- Net assets (EOY)
- $11,014,128
- Employer contributions
- $1,396,000
- Total income / additions
- $2,804,162
- Benefits paid
- $1,560,718
- Administrative expenses
- $381,631
- Total expenses
- $1,942,349
- Net increase / (decrease)
- $861,813
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investments | NONE | $60,041 | not reported in the loaded dataset |
| Cbiz | NONE | $38,610 | not reported in the loaded dataset |
| Schneider Downs | NONE | $13,700 | not reported in the loaded dataset |