2023 Form 5500 filing — Pension Plan Of Berkshire Farm Center And Services For Youth
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 20250611140535NAL0046215730001) for Pension Plan Of Berkshire Farm Center And Services For Youth, reported by Berkshire Farm Center And Services For Youth under EIN 14-1368125 and plan number 001. It reports 987 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250611140535NAL0046215730001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berkshire Farm Center And Services For Youth
- EIN
- 14-1368125
- Plan number
- 001
- Location
- Canaan, NY
- Participants
- 987
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,099,541
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,099,541
- Employer contributions
- $450,000
- Participant contributions
- $61,642
- Total income / additions
- $15,190,478
- Benefits paid
- $3,599,228
- Administrative expenses
- $298,307
- Total expenses
- $3,897,535
- Net increase / (decrease)
- $11,292,943
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jennison Associates | NONE | $134,355 | not reported in the loaded dataset |
| Svb Private Investment | NONE | $62,859 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $60,799 | not reported in the loaded dataset |
| Nottingham Trust | NONE | $40,294 | not reported in the loaded dataset |