Holstein Association Usa, Inc. Amended And Restated Pension Plan — Form 5500 plan (Holstein Association Usa, Inc.)
Plain-English plan 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, Holstein Association Usa, Inc. Amended And Restated Pension Plan is a benefit plan reported by Holstein Association Usa, Inc. under EIN 03-0130760 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $12,345,932 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holstein Association Usa, Inc.
- EIN
- 03-0130760
- Plan number
- 001
- Plan type
- 2
- Location
- Brattleboro, VT
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $12,345,932
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20241009112726NAL0010564371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,345,932
- Total liabilities (EOY)
- $16,031
- Net assets (EOY)
- $12,329,901
- Net assets (BOY)
- $11,979,058
Income & contributions
- Employer contributions
- $514,482
- Total contributions
- $514,482
- Total income / additions
- $2,272,855
Expenses & distributions
- Benefits paid
- $1,619,814
- Administrative expenses
- $302,198
- Total expenses
- $1,922,012
- Net increase / (decrease)
- $350,843
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | CONTRACTOR | $69,001 | not reported in the loaded dataset | 2023 |
| Sei Investment Company | CONTRACTOR | $37,418 | not reported in the loaded dataset | 2023 |
| Adp, Inc. | CONTRACTOR | $17,730 | not reported in the loaded dataset | 2023 |
| Gallagher, Flynn & Company, Llp | CONTRACTOR | $7,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Holstein Association Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Brattleboro, VT
- Willis Towers Watson Us LLC — Schedule C compensation
- Sei Investment Company — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Gallagher, Flynn & Company, Llp — Schedule C compensation