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Original filing (PDF)20250516152150NAL0015573875001

WEST LIBERTY FOODS LLC

Form 5500
FILING_RECEIVED
WEST LIBERTY FOODS LLC HEALTH & WELFARE PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
1,869
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • No independent qualified public accountant (IQPA) named.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEST LIBERTY FOODS LLC.
Plan sponsor
Name
WEST LIBERTY FOODS LLC
EIN
20-0793410
Address
228 W 2ND ST · WEST LIBERTY, IA · 52776
Phone
(319) 627-6000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-16
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Other
4
NameEINLocationRelationDirect compIndirect comp
EXPRESS SCRIPTS INC.43-1420563RX ADMIN$71K
DELTA DENTAL42-0959302DENTAL ADMIN FEES$66K
WEX HEALTH INC.06-1593514ADMIN$23K
VISION SERVICE PLAN06-1227840VISION ADMIN FEES$20K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.