Campbell Companies Bargaining Unit 401(K) Plan — Form 5500 plan (Campbell Companies)
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, Campbell Companies Bargaining Unit 401(K) Plan is a benefit plan reported by Campbell Companies under EIN 84-3055712 and plan number 003. The latest loaded filing year is 2023. The filing reports 748 participants and $47,268,694 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$47.3MPlan net assets, end of year$47,268,694
Participants748Covered participants reported
Assets / participant$63.2KComputed: assets ÷ participants$63,193 (computed)
Provider compensation$85.7K3 Schedule C provider row(s)$85,713
- Plan sponsor
- Campbell Companies
- EIN
- 84-3055712
- Plan number
- 003
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 748 | H, C | 20241003155414NAL0017492912001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$47.3M total assets
Net assets$47.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $47,268,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,268,694
- Net assets (BOY)
- $37,652,708
Income & contributions
- Employer contributions
- $2,145,307
- Participant contributions
- $3,193,093
- Total contributions
- $5,669,596
- Total income / additions
- $12,543,420
Expenses & distributions
- Benefits paid
- $2,353,797
- Administrative expenses
- $89,875
- Total expenses
- $2,529,542
- Net increase / (decrease)
- $10,013,878
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $45,589 | $0 | 2023 |
| Kestra Advisory Services LLC | NONE | $29,724 | not reported in the loaded dataset | 2023 |
| Carver Florek & James Cpa'S | NONE | $10,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Campbell Companies
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Empower Annuity Insurance Company O — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Carver Florek & James Cpa'S — Schedule C compensation