2023 Form 5500 filing — Sullivan Companies Retirement Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240801103321NAL0038642960001) for Sullivan Companies Retirement Trust, reported by Sullivan Investment Co., Inc. under EIN 04-2682840 and plan number 001. It reports 1,594 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801103321NAL0038642960001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sullivan Investment Co., Inc.
- EIN
- 04-2682840
- Plan number
- 001
- Location
- Norwell, MA
- Participants
- 1,594
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,478,658
- Total liabilities (EOY)
- $1,392
- Net assets (EOY)
- $93,477,266
- Employer contributions
- $1,012,448
- Participant contributions
- $5,216,212
- Total income / additions
- $22,435,362
- Benefits paid
- $7,660,830
- Administrative expenses
- $479,303
- Total expenses
- $8,167,600
- Net increase / (decrease)
- $14,267,762
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORD-KEEPER | $440,506 | $0 |
| Merrill Lynch, Pierce, Fenner And S | INVESTMENT ADVISOR | $17,500 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | RETAINED BY EMPLOYER | $12,695 | not reported in the loaded dataset |
| The Driscoll Agency | RETAINED BY EMPLOYER | $8,602 | not reported in the loaded dataset |