Plan5500

Shaklee Corporation Pension Plan — Form 5500 plan (Shaklee Corporation)

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, Shaklee Corporation Pension Plan is a benefit plan reported by Shaklee Corporation under EIN 94-3389365 and plan number 002. The latest loaded filing year is 2023. The filing reports 229 participants and $13,413,494 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shaklee Corporation
EIN
94-3389365
Plan number
002
Plan type
2
Location
Pleasanton, CA
Latest filing year
2023
Participants
229
End-of-year plan assets
$13,413,494

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023229H, C20241010184029NAL0036741056001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,413,494
Total liabilities (EOY)
$10,405
Net assets (EOY)
$13,403,089
Net assets (BOY)
$13,398,525

Income & contributions

Employer contributions
$867,228
Total contributions
$867,228
Total income / additions
$1,764,072

Expenses & distributions

Benefits paid
$1,402,213
Administrative expenses
$357,295
Total expenses
$1,759,508
Net increase / (decrease)
$4,564

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gallagher Benefit ServicesNONE$114,617not reported in the loaded dataset2023
Morgan StanleyNONE$54,116not reported in the loaded dataset2023
First State Trust CompanyNONE$11,590not reported in the loaded dataset2023
Withum Smith Brown, PcNONE$5,680not reported in the loaded dataset2023

Related Form 5500 pages