2023 Form 5500 filing — Welch'S Savings Plan For Union Employees
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 20250613140229NAL0017936273001) for Welch'S Savings Plan For Union Employees, reported by Welch Foods Inc., A Cooperative under EIN 16-0998906 and plan number 008. It reports 560 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)$6MReported net assets$5,976,401
Participants560
Provider compensation$5.1K1 Schedule C row(s)$5,130
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250613140229NAL0017936273001
- Plan sponsor
- Welch Foods Inc., A Cooperative
- EIN
- 16-0998906
- Plan number
- 008
- Location
- Concord, MA
- 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)$6M total assets
Net assets$6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,976,401
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,976,401
- Employer contributions
- $189,104
- Participant contributions
- $1,083,463
- Total income / additions
- $2,093,477
- Benefits paid
- $391,929
- Administrative expenses
- $5,130
- Total expenses
- $397,059
- Net increase / (decrease)
- $1,696,418
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $5,130 | $0 |