Plan5500

The Consolidated Allagash Pension Plan — Form 5500 plan (New Berry, 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, The Consolidated Allagash Pension Plan is a benefit plan reported by New Berry, Inc. under EIN 95-3874528 and plan number 010. The latest loaded filing year is 2023. The filing reports 360 participants and $11,022,486 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Berry, Inc.
EIN
95-3874528
Plan number
010
Plan type
2
Location
Harmony, PA
Latest filing year
2023
Participants
360
End-of-year plan assets
$11,022,486

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023360H, C20241009151147NAL0018621505001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,022,486
Total liabilities (EOY)
$8,358
Net assets (EOY)
$11,014,128
Net assets (BOY)
$10,152,315

Income & contributions

Employer contributions
$1,396,000
Total contributions
$1,396,000
Total income / additions
$2,804,162

Expenses & distributions

Benefits paid
$1,560,718
Administrative expenses
$381,631
Total expenses
$1,942,349
Net increase / (decrease)
$861,813

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sei InvestmentsNONE$60,041not reported in the loaded dataset2023
CbizNONE$38,610not reported in the loaded dataset2023
Schneider DownsNONE$13,700not reported in the loaded dataset2023

Related Form 5500 pages