2023 Form 5500 filing — Amalgamated Sugar Company Salaried 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 20241009143950NAL0019450273001) for Amalgamated Sugar Company Salaried Retirement Plan, reported by Amalgamated Sugar Company under EIN 87-0568755 and plan number 002. It reports 427 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009143950NAL0019450273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amalgamated Sugar Company
- EIN
- 87-0568755
- Plan number
- 002
- Location
- Boise, ID
- Participants
- 427
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,030,087
- Total liabilities (EOY)
- $6,309
- Net assets (EOY)
- $68,023,778
- Total income / additions
- $8,541,399
- Benefits paid
- $5,470,990
- Administrative expenses
- $427,832
- Total expenses
- $5,898,822
- Net increase / (decrease)
- $2,642,577
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $77,589 | $0 |
| Nuveen Asset Management | NONE | $30,847 | not reported in the loaded dataset |