Plan5500

Sunsource Savings And Investment Plan — Form 5500 plan (Sts Operating, Inc.)

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, Sunsource Savings And Investment Plan is a benefit plan reported by Sts Operating, Inc. under EIN 22-3827595 and plan number 025. The latest loaded filing year is 2023. The filing reports 969 participants and $150,960,999 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sts Operating, Inc.
EIN
22-3827595
Plan number
025
Plan type
2
Location
Addison, IL
Latest filing year
2023
Participants
969
End-of-year plan assets
$150,960,999

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023969H, C20241015145959NAL0030066561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$150,960,999
Total liabilities (EOY)
$0
Net assets (EOY)
$150,960,999
Net assets (BOY)
$122,009,326

Income & contributions

Employer contributions
$1,917,078
Participant contributions
$6,739,736
Total contributions
$9,928,223
Total income / additions
$29,898,599

Expenses & distributions

Benefits paid
$10,296,374
Administrative expenses
$102,559
Total expenses
$10,432,538
Net increase / (decrease)
$19,466,061

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncNONE$70,000not reported in the loaded dataset2023
Sikich LlpNONE$19,233not reported in the loaded dataset2023
Empower Annuity Insurance Company ONONE$13,328$02023

Related Form 5500 pages