Retirement plan

TREEHOUSE PRIVATE BRANDS, INC. RETIREMENT INCOME SAVINGS PLAN FOR UNION EMPLOYEES

Name: TREEHOUSE FOODS, INC. - TREEHOUSE PRIVATE BRANDS, INC. RETIREMENT INCOME SAVINGS PLAN FOR UNION EMPLOYEES (2020) Form 5500
Creator: TREEHOUSE FOODS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TREEHOUSE PRIVATE BRANDS, INC. RETIREMENT INCOME SAVINGS PLAN FOR UNION EMPLOYEES, TREEHOUSE FOODS, INC.

TREEHOUSE FOODS, INC.EIN 20-2311383Plan #008PY 2020

2021 SPRING ROAD, 6TH FLOOR - OAK BROOK, IL 60523708-483-1300treehousefoods.comLinkedIn10001+ employeesfood production

Other plans on this EIN

5 filings

#003Retirement-$597.2M assets #005Retirement-$288.6M assets #002Retirement-$32.9M assets #001Retirement-$30.9M assets #006Retirement-$6.4M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$52.2M

-10.7% from 2017

Total participants

1,128

+279.0% from 2017

Average account balance

$59,026

-4.7% from 2017

Annual return

8.44%

-15.70 pp from 2017

Benchmarks

See 216 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort216 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$38.05M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$59K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

642

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

61.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.61M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.16%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$194

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$45,941
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 21875 NETWORK PL · CHICAGO, IL 606731218	Advisory (Plan)	$15,498
SEYFARTH SHAW LLP5+ years Service code 16 131 SOUTH DEARBORN STE 2400 · CHICAGO, IL 606035577	Consulting	$6,286

Plan features & details

Pension benefit codes2E2H2J2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$68K

$67 / participant

Investment mgmt$16K23.9%
Other / not subdivided$52K76.1%

% of EOY assets

0.131%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PLANTE & MORAN, PLLC
Auditor EIN: 381357951
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$59,026

$72,066-18.1%

$81,726-27.8%

$90,274-34.6%

Participation rate

76.1%

78.9%-2.8pp

72.0%+4.1pp

73.4%+2.8pp

Annual return

8.44%

15.92%-7.5pp

29.49%-21.1pp

53.97%-45.5pp

Employer contribution / active EE

$1,597

$2,335-31.6%

$4,311-63.0%

$2,523-36.7%

Participant deferral / active EE

$2,512

$3,557-29.4%

$7,108-64.7%

$4,231-40.6%

Admin fee / account holder

$77

$92-16.5%

$5,160-98.5%

$114-32.3%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$45,941

MERCER1 year

Filed as: MERCER INVESTMENT MANAGEMENT INC

Service code 27

21875 NETWORK PL · CHICAGO, IL 606731218

Advisory (Plan)

$15,498

SEYFARTH SHAW LLP5+ years

Service code 16

131 SOUTH DEARBORN STE 2400 · CHICAGO, IL 606035577

Consulting

$6,286

TREEHOUSE PRIVATE BRANDS, INC. RETIREMENT INCOME SAVINGS PLAN FOR UNION EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TREEHOUSE PRIVATE BRANDS, INC. RETIREMENT INCOME SAVINGS PLAN FOR UNION EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion