2023 Form 5500 filing — Savings Plan For The Union Employees Of Upfield Sourcing Us, Inc.
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 20241101083438NAL0002935889001) for Savings Plan For The Union Employees Of Upfield Sourcing Us, Inc., reported by Upfield Sourcing Us, Inc. under EIN 47-3857151 and plan number 001. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241101083438NAL0002935889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Upfield Sourcing Us, Inc.
- EIN
- 47-3857151
- Plan number
- 001
- Location
- Hackensack, NJ
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,018,177
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,018,177
- Employer contributions
- $895,314
- Participant contributions
- $846,857
- Total income / additions
- $2,894,785
- Benefits paid
- $1,067,636
- Administrative expenses
- $57,004
- Total expenses
- $1,124,640
- Net increase / (decrease)
- $1,770,145
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $57,003 | not reported in the loaded dataset |
| Charles Schwab | NONE | $0 | $6,487 |