2023 Form 5500 filing — Retirement Income Plan For The Employees Of Dannon

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 20241015071948NAL0015934899001) for Retirement Income Plan For The Employees Of Dannon, reported by Danone North America Public Benefit Corporation under EIN 11-2574006 and plan number 001. It reports 1,835 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$89.7MReported net assets$89,702,664
Participants1.8K1,835
Provider compensation$334.4K5 Schedule C row(s)$334,415
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015071948NAL0015934899001
Plan sponsor
Danone North America Public Benefit Corporation
EIN
11-2574006
Plan number
001
Location
White Plains, NY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$89.9M total assets
Net assets$89.7MLiabilities$181.3K
Money in vs. money out
Total income / additions$16.1M
Total expenses$20.2M
Benefits paid / distributions$19.2M
Contributions
Employer$700K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$89,883,960
Total liabilities (EOY)
$181,296
Net assets (EOY)
$89,702,664
Employer contributions
$700,000
Total income / additions
$16,050,532
Benefits paid
$19,219,127
Administrative expenses
$1,011,033
Total expenses
$20,230,160
Net increase / (decrease)
-$4,179,628

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement SolutionsRECORD KEEPER$116,982$0
MercerACTUARY$94,695not reported in the loaded dataset
Mercer Investments LLCFIDUCIARY$82,988$0
Capfinancial PartnersCONSULTANT$39,750not reported in the loaded dataset
National Financial ServicesSECURITIES BROKER$0$0

Related Form 5500 pages