Lactalis American Group, Inc. Retirement Plan — Form 5500 plan (Lactalis American Group 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, Lactalis American Group, Inc. Retirement Plan is a benefit plan reported by Lactalis American Group Inc. under EIN 39-1429105 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,157 participants and $182,157,612 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lactalis American Group Inc.
EIN
39-1429105
Plan number
002
Plan type
2
Location
Buffalo, NY
Latest filing year
2023
Participants
2,157
End-of-year plan assets
$182,157,612

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,157H, C20240916091313NAL0003520002001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$182,157,612
Total liabilities (EOY)
$0
Net assets (EOY)
$182,157,612
Net assets (BOY)
$158,006,669

Income & contributions

Employer contributions
$7,553,689
Participant contributions
$7,228,850
Total contributions
$15,818,236
Total income / additions
$39,469,793

Expenses & distributions

Benefits paid
$15,160,129
Administrative expenses
$91,071
Total expenses
$15,318,850
Net increase / (decrease)
$24,150,943

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan SrvcsRETAINED BY CLIENT$78,505$02023
Alera InvestmentRETAINED BY EMPLOYER$12,567not reported in the loaded dataset2023

Related Form 5500 pages