Original filing (PDF)20250725083041NAL0003267091001

JAB USA LLC

Name: JAB USA LLC — JAB USA LLC RETIREMENT TRUST, Form 5500 (2023)
Creator: JAB USA LLC

Form 5500-SF

FILING_RECEIVED

JAB USA LLC RETIREMENT TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 LLC.

Plan sponsor

Name

JAB USA LLC

EIN

92-1212508

Address

155 EAST 56TH STREET · 4TH FLOOR · 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

2023

Plan year begin

2023-12-31

Tax period

2024-12-30

Filed

2025-07-25

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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