Original filing (PDF)20240926104014NAL0000535521001

JAB USA INC

Name: JAB USA INC — JAB USA INC RETIREMENT TRUST, Form 5500 (2022)
Creator: JAB USA INC

Form 5500-SF

FILING_RECEIVED

JAB USA INC RETIREMENT TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAB USA INC.

Plan sponsor

Name

JAB USA INC

EIN

13-3121975

Address

155 EAST 56TH STREET · NEW YORK, NY · 10022

Phone

(718) 706-7000

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-12-31

Tax period

2023-12-30

Filed

2024-09-26

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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