Savings Plan For The Union Employees Of Upfield Sourcing Us, Inc. — Form 5500 plan (Upfield Sourcing Us, 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, Savings Plan For The Union Employees Of Upfield Sourcing Us, Inc. is a benefit plan reported by Upfield Sourcing Us, Inc. under EIN 47-3857151 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $8,018,177 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Upfield Sourcing Us, Inc.
EIN
47-3857151
Plan number
001
Plan type
2
Location
Hackensack, NJ
Latest filing year
2023
Participants
326
End-of-year plan assets
$8,018,177

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023326H, C20241101083438NAL0002935889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,018,177
Total liabilities (EOY)
$0
Net assets (EOY)
$8,018,177
Net assets (BOY)
$6,248,032

Income & contributions

Employer contributions
$895,314
Participant contributions
$846,857
Total contributions
$1,754,950
Total income / additions
$2,894,785

Expenses & distributions

Benefits paid
$1,067,636
Administrative expenses
$57,004
Total expenses
$1,124,640
Net increase / (decrease)
$1,770,145

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$57,003not reported in the loaded dataset2023
Charles SchwabNONE$0$6,4872023

Related Form 5500 pages