Borden Dairy Retirement Savings Plan — Form 5500 plan (New Dairy Opco LLC)

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, Borden Dairy Retirement Savings Plan is a benefit plan reported by New Dairy Opco LLC under EIN 85-1243334 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,896 participants and $77,771,109 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Dairy Opco LLC
EIN
85-1243334
Plan number
001
Plan type
3
Location
Denver, CO
Latest filing year
2023
Participants
1,896
End-of-year plan assets
$77,771,109

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,896H, C20240916105534NAL0001383233001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,771,109
Total liabilities (EOY)
$0
Net assets (EOY)
$77,771,109
Net assets (BOY)
$75,919,249

Income & contributions

Employer contributions
$1,765,863
Participant contributions
$4,608,929
Total contributions
$6,966,549
Total income / additions
$17,856,366

Expenses & distributions

Benefits paid
$15,672,009
Administrative expenses
$274,382
Total expenses
$16,004,506
Net increase / (decrease)
$1,851,860

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$167,700$02023
Creative PlanningNONE$81,250not reported in the loaded dataset2023
Baker TillyNONE$32,533not reported in the loaded dataset2023

Related Form 5500 pages