Bellisio Foods, Inc. Retirement Savings Plan — Form 5500 plan (Bellisio Foods, 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, Bellisio Foods, Inc. Retirement Savings Plan is a benefit plan reported by Bellisio Foods, Inc. under EIN 59-3015985 and plan number 002. The latest loaded filing year is 2023. The filing reports 605 participants and $44,311,625 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bellisio Foods, Inc.
- EIN
- 59-3015985
- Plan number
- 002
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 605
- End-of-year plan assets
- $44,311,625
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 605 | H, C | 20241015131624NAL0056322258001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,311,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,311,625
- Net assets (BOY)
- $43,118,657
Income & contributions
- Employer contributions
- $721,487
- Participant contributions
- $2,659,408
- Total contributions
- $3,790,034
- Total income / additions
- $9,755,014
Expenses & distributions
- Benefits paid
- $8,457,899
- Administrative expenses
- $109,635
- Total expenses
- $8,567,534
- Net increase / (decrease)
- $1,187,480
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $109,633 | $0 | 2023 |
| Mma Securites LLC | INVESTMENT ADVISORY | $0 | $46,574 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bellisio Foods, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Principal Life Insurance Company — Schedule C compensation
- Mma Securites LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation