Dairy Union Employees Benefit Fund Trustees retirement plan: assets, participants and fees
What Dairy Union Employees Benefit Fund Trustees' retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Huntington National Bank | Schedule C ↗ |
| Independent auditor | Ciuni & Panichi, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Plan history
Plan assets went from $2.2M at the end of plan year 2021 to $1.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 89 | $1.8M | $41K | $464 | 5.26% | Not published | Form 5500 ↗ |
| 2023 | 180 | $1.8M | $40K | $221 | 4.14% | Not published | Form 5500 ↗ |
| 2022 | 174 | $1.7M | $36K | $204 | 3.33% | Not published | Form 5500 ↗ |
| 2021 | 174 | $2.2M | $40K | $228 | 2.10% | Not published | Form 5500 ↗ |
Common questions
Does Dairy Union Employees Benefit Fund Trustees match 401(k) contributions?
The match terms for the Dairy Union Employees Benefit Plan have not been published from its filing yet. The plan year 2024 filing reports $41K in employer contributions, about $464 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Dairy Union Employees Benefit Fund Trustees 401(k) match vested?
The vesting schedule for the Dairy Union Employees Benefit Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Dairy Union Employees Benefit Fund Trustees 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Huntington National Bank. The plan administrator is Dairy Union Employees Benefit Fund Trustees.
I left Dairy Union Employees Benefit Fund Trustees. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Dairy Union Employees Benefit Fund Trustees, (216) 739-9621) or the recordkeeper, Huntington National Bank. The Dairy Union Employees Benefit Fund Trustees old 401(k) page lists the contacts from every plan filing. Find an old Dairy Union Employees Benefit Fund Trustees 401(k)
Data from the public Form 5500 annual reports Dairy Union Employees Benefit Fund Trustees filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Dairy Union Employees Benefit Fund Trustees. Not financial advice. Report a correction · Methodology