Plan5500

Polar Beverages Retirement Plan — Form 5500 plan (Polar Corp.)

Plain-English plan 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, Polar Beverages Retirement Plan is a benefit plan reported by Polar Corp. under EIN 04-3026575 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,856 participants and $91,118,270 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Polar Corp.
EIN
04-3026575
Plan number
002
Plan type
2
Location
Worcester, MA
Latest filing year
2023
Participants
1,856
End-of-year plan assets
$91,118,270

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,856H, C20241015095749NAL0014356851003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$91,118,270
Net assets (EOY)
$91,118,270
Net assets (BOY)
$75,734,792

Income & contributions

Employer contributions
$1,122,234
Participant contributions
$7,773,360
Total contributions
$9,291,635
Total income / additions
$21,390,371

Expenses & distributions

Benefits paid
$5,799,861
Administrative expenses
$261,617
Total expenses
$6,006,893
Net increase / (decrease)
$15,383,478

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$93,039$02023
Global Retirement Partners LLCADVISORS BROKER DEALER$65,085$02023
Summit Financial CorporationTPA$56,018$02023
Rpw Solutions LLCTPA$37,312$02023
Empower Advisory Group, LLCINVESTMENT MGT$9,024$02023

Related Form 5500 pages