Plan5500

Colony Brands, Inc. Pension Plan — Form 5500 plan (Colony Brands, 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, Colony Brands, Inc. Pension Plan is a benefit plan reported by Colony Brands, Inc. under EIN 39-0869862 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,363 participants and $59,117,699 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Colony Brands, Inc.
EIN
39-0869862
Plan number
001
Plan type
2
Location
Monroe, WI
Latest filing year
2023
Participants
2,363
End-of-year plan assets
$59,117,699

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,363H, C20241015095451NAL0014351795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$59,117,699
Net assets (EOY)
$59,117,699
Net assets (BOY)
$53,005,714

Income & contributions

Employer contributions
$6,000,000
Total contributions
$6,016,326
Total income / additions
$10,867,537

Expenses & distributions

Benefits paid
$4,118,809
Administrative expenses
$636,743
Total expenses
$4,755,552
Net increase / (decrease)
$6,111,985

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$167,622$02023
Morgan StanleyINVESTMENT ADVISOR$115,903not reported in the loaded dataset2023
Matrix Trust CompanyCONSULTANT$14,915not reported in the loaded dataset2023

Related Form 5500 pages