Lewis Brothers Bakeries, Inc. Pension Plan — Form 5500 plan (Lewis Brothers Bakeries, 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, Lewis Brothers Bakeries, Inc. Pension Plan is a benefit plan reported by Lewis Brothers Bakeries, Inc. under EIN 37-0636783 and plan number 003. The latest loaded filing year is 2023. The filing reports 690 participants and $63,382,621 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$63.4MPlan net assets, end of year$63,382,621
Participants690Covered participants reported
Assets / participant$91.9KComputed: assets ÷ participants$91,859 (computed)
Provider compensation$66.9K1 Schedule C provider row(s)$66,865
- Plan sponsor
- Lewis Brothers Bakeries, Inc.
- EIN
- 37-0636783
- Plan number
- 003
- Plan type
- 2
- Location
- Evansville, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 690 | H, C | 20241015200027NAL0017152131001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$63.4M total assets
Net assets$63.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $63,382,621
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,382,621
- Net assets (BOY)
- $53,374,280
Income & contributions
- Employer contributions
- $3,000,000
- Total contributions
- $3,000,000
- Total income / additions
- $11,203,636
Expenses & distributions
- Benefits paid
- $1,127,628
- Administrative expenses
- $67,667
- Total expenses
- $1,195,295
- Net increase / (decrease)
- $10,008,341
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $66,865 | not reported in the loaded dataset | 2023 |