Delaware North Companies 401(K) Union Plan — Form 5500 plan (Delaware North Companies, Incorporated)
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, Delaware North Companies 401(K) Union Plan is a benefit plan reported by Delaware North Companies, Incorporated under EIN 16-0994528 and plan number 007. The latest loaded filing year is 2023. The filing reports 3,024 participants and $52,403,468 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Delaware North Companies, Incorporated
- EIN
- 16-0994528
- Plan number
- 007
- Plan type
- 1
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 3,024
- End-of-year plan assets
- $52,403,468
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,024 | H, C | 20241015111515NAL0028171889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,403,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,403,468
- Net assets (BOY)
- $46,312,468
Income & contributions
- Employer contributions
- $2,073,660
- Participant contributions
- $4,921,144
- Total contributions
- $7,039,882
- Total income / additions
- $12,994,719
Expenses & distributions
- Benefits paid
- $6,622,410
- Administrative expenses
- $190,729
- Total expenses
- $6,827,361
- Net increase / (decrease)
- $6,167,358
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY EMPLOYER | $168,833 | $0 | 2023 |
| Morganstanley Smithbarney | RETAINED BY EMPLOYER | $15,000 | not reported in the loaded dataset | 2023 |
| Tronconi Segarra & Associates | RETAINED BY EMPLOYER | $6,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Delaware North Companies, Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Buffalo, NY
- John Hancock Retirement Plan Svcs — Schedule C compensation
- Morganstanley Smithbarney — Schedule C compensation
- Tronconi Segarra & Associates — Schedule C compensation