2023 Form 5500 filing — Refresco Union Employees' Retirement Plan
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 20240924090140NAL0012559185001) for Refresco Union Employees' Retirement Plan, reported by Refresco Beverages Us Inc. under EIN 58-1947565 and plan number 005. It reports 480 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924090140NAL0012559185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Refresco Beverages Us Inc.
- EIN
- 58-1947565
- Plan number
- 005
- Location
- Tampa, FL
- Participants
- 480
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,176,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,176,867
- Employer contributions
- $1,069,752
- Total income / additions
- $1,099,170
- Benefits paid
- $82,437
- Administrative expenses
- $109,156
- Total expenses
- $191,593
- Net increase / (decrease)
- $907,577
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Services | CONTRACT ADMINISTRATOR | $66,406 | not reported in the loaded dataset |
| Sageview Consulting Group | ACTUARY | $27,375 | not reported in the loaded dataset |
| Sageview Advisory Group | INVESTMENT ADVISOR | $15,375 | not reported in the loaded dataset |