2023 Form 5500 filing — Imperial Sugar Company 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 20241015123335NAL0029639569001) for Imperial Sugar Company Retirement Plan, reported by United States Sugar Savannah Refinery LLC under EIN 86-3775804 and plan number 003. It reports 2,225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123335NAL0029639569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United States Sugar Savannah Refinery LLC
- EIN
- 86-3775804
- Plan number
- 003
- Location
- Clewiston, FL
- Participants
- 2,225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $132,726,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $132,726,983
- Total income / additions
- $7,213,260
- Benefits paid
- $28,922,877
- Administrative expenses
- $644,826
- Total expenses
- $29,567,703
- Net increase / (decrease)
- -$22,354,443
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $359,249 | $0 |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $25,950 | not reported in the loaded dataset |