2023 Form 5500 filing — Thrift And Savings Plan Sponsored By United Dairy Industry Association
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 20241015212248NAL0030944993001) for Thrift And Savings Plan Sponsored By United Dairy Industry Association, reported by United Dairy Industry Association under EIN 36-2702849 and plan number 334. It reports 711 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015212248NAL0030944993001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- United Dairy Industry Association
- EIN
- 36-2702849
- Plan number
- 334
- Location
- Rosemont, IL
- Participants
- 711
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $151,891,535
- Total liabilities (EOY)
- $35,310
- Net assets (EOY)
- $151,856,225
- Employer contributions
- $5,934,630
- Participant contributions
- $6,151,872
- Total income / additions
- $36,068,536
- Benefits paid
- $14,639,804
- Administrative expenses
- $148,411
- Total expenses
- $14,795,823
- Net increase / (decrease)
- $21,272,713
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $148,411 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |