Welch Foods, Inc. Pension Plan Trust — Form 5500 plan (Welch Foods, Inc., A Cooperative)
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, Welch Foods, Inc. Pension Plan Trust is a benefit plan reported by Welch Foods, Inc., A Cooperative under EIN 16-0998906 and plan number 015. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $121,772,593 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Welch Foods, Inc., A Cooperative
- EIN
- 16-0998906
- Plan number
- 015
- Plan type
- 4
- Location
- Concord, MA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $121,772,593
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240617135253NAL0001546721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,772,593
- Net assets (EOY)
- $121,772,593
- Net assets (BOY)
- $116,059,816
Income & contributions
- Employer contributions
- $9,000,000
- Total contributions
- $9,000,000
- Total income / additions
- $14,956,684
Expenses & distributions
- Administrative expenses
- $543,907
- Total expenses
- $543,907
- Net increase / (decrease)
- $14,412,777
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| State Street | NONE | $147,151 | not reported in the loaded dataset | 2023 |
| Silchester | ADVISOR | $142,756 | not reported in the loaded dataset | 2023 |
| Colonial Consulting | CONSULTANT | $118,244 | not reported in the loaded dataset | 2023 |
| Colchester | ADVISOR | $27,310 | not reported in the loaded dataset | 2023 |
| Boivin & Associates, Cpas, LLC | AUDITOR | $9,000 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $5,022 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Welch Foods, Inc., A Cooperative
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Concord, MA
- State Street — Schedule C compensation
- Silchester — Schedule C compensation
- Colonial Consulting — Schedule C compensation
- Colchester — Schedule C compensation
- Boivin & Associates, Cpas, LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation