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, Helena Agri-Enterprises, LLC Pension Plan For Marketing And Administrative Employees is a benefit plan reported by Helena Agri-Enterprises, LLC under EIN 71-0293688 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,862 participants and $521,359,867 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $521,359,867
- Total liabilities (EOY)
- $2,306,774
- Net assets (EOY)
- $519,053,093
- Net assets (BOY)
- $473,405,972
Income & contributions
- Employer contributions
- $5,600,000
- Total contributions
- $5,600,000
- Total income / additions
- $68,406,371
Expenses & distributions
- Benefits paid
- $22,759,250
- Administrative expenses
- $0
- Total expenses
- $22,759,250
- Net increase / (decrease)
- $45,647,121