2023 Form 5500 filing — Schwan'S Company Retirement Savings 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 20241014152016NAL0026546801001) for Schwan'S Company Retirement Savings Plan, reported by Schwans Shared Services, LLC under EIN 81-0572771 and plan number 001. It reports 8,116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152016NAL0026546801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schwans Shared Services, LLC
- EIN
- 81-0572771
- Plan number
- 001
- Location
- Bloomington, MN
- Participants
- 8,116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $570,926,276
- Total liabilities (EOY)
- $481,273
- Net assets (EOY)
- $570,445,003
- Employer contributions
- $12,920,865
- Participant contributions
- $25,410,692
- Total income / additions
- $124,142,655
- Benefits paid
- $62,798,726
- Administrative expenses
- $1,384,518
- Total expenses
- $64,183,244
- Net increase / (decrease)
- $59,959,411
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Trust Company | NONE | $780,020 | $0 |
| Towers Watson Investments Services | NONE | $215,180 | not reported in the loaded dataset |
| Arrowmark Partners | NONE | $127,065 | not reported in the loaded dataset |
| Snyder Capital Management | NONE | $100,289 | $0 |
| Sanders Capital, LLC | NONE | $75,493 | $0 |
| North Pier Fiduciary Management LLC | NONE | $50,212 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $36,259 | not reported in the loaded dataset |