2023 Form 5500 filing — Caribou Coffee Company, Inc. And Subsidiaries 401(K) 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 20241015115239NAL0016278515001) for Caribou Coffee Company, Inc. And Subsidiaries 401(K) Plan, reported by Caribou Coffee Company, Inc. under EIN 41-1731219 and plan number 001. It reports 7,939 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115239NAL0016278515001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Caribou Coffee Company, Inc.
- EIN
- 41-1731219
- Plan number
- 001
- Location
- Brooklyn Center, MN
- Participants
- 7,939
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,797,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,797,157
- Employer contributions
- $537,713
- Participant contributions
- $3,409,529
- Total income / additions
- $10,879,064
- Benefits paid
- $4,404,583
- Administrative expenses
- $135,927
- Total expenses
- $4,546,949
- Net increase / (decrease)
- $6,332,115
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Minnesota Life Insurance Company | NONE | $81,427 | $0 |
| Sageview Advisory Group | NONE | $54,500 | not reported in the loaded dataset |