2023 Form 5500 filing — Shaklee Corporation 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 20241010184029NAL0036741056001) for Shaklee Corporation Pension Plan, reported by Shaklee Corporation under EIN 94-3389365 and plan number 002. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010184029NAL0036741056001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shaklee Corporation
- EIN
- 94-3389365
- Plan number
- 002
- Location
- Pleasanton, CA
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,413,494
- Total liabilities (EOY)
- $10,405
- Net assets (EOY)
- $13,403,089
- Employer contributions
- $867,228
- Total income / additions
- $1,764,072
- Benefits paid
- $1,402,213
- Administrative expenses
- $357,295
- Total expenses
- $1,759,508
- Net increase / (decrease)
- $4,564
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services | NONE | $114,617 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $54,116 | not reported in the loaded dataset |
| First State Trust Company | NONE | $11,590 | not reported in the loaded dataset |
| Withum Smith Brown, Pc | NONE | $5,680 | not reported in the loaded dataset |