Palco Retirement Plan — Form 5500 plan (Humboldt Redwood Company, LLC)
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, Palco Retirement Plan is a benefit plan reported by Humboldt Redwood Company, LLC under EIN 26-2635546 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,477 participants and $74,978,652 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Humboldt Redwood Company, LLC
- EIN
- 26-2635546
- Plan number
- 001
- Plan type
- 2
- Location
- Scotia, CA
- Latest filing year
- 2023
- Participants
- 1,477
- End-of-year plan assets
- $74,978,652
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,477 | H, C | 20241011213149NAL0012948003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,978,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,978,652
- Net assets (BOY)
- $78,581,061
Income & contributions
- Total contributions
- $0
- Total income / additions
- $10,445,354
Expenses & distributions
- Benefits paid
- $13,923,647
- Administrative expenses
- $124,116
- Total expenses
- $14,047,763
- Net increase / (decrease)
- -$3,602,409
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcdonald Capital Investors, Inc | INVESTMENT MGMT | $59,678 | $0 | 2023 |
| Blackrock, Inc | INVESTMENT MGMT | $38,076 | $0 | 2023 |
| Fidelity Invest Inst | INVEST MGMT | $26,361 | not reported in the loaded dataset | 2023 |
| Generation Investment Management Ll | INVESTMENT MGMT | $0 | $0 | 2023 |
| Steadfast Capital Management | INVESTMENT MGMT | $0 | $0 | 2023 |
| Ruane, Cunniff & Goldfarb Inc. | INVESTMENT MGMT | $0 | $0 | 2023 |
| Artisan Partners | INVESTMENT MGMT | $0 | $0 | 2023 |
| Centerbridge Partners, Lp | INVESTMENT MGMT | $0 | $0 | 2023 |
| Taconic Capital Advisors Lp | INVESTMENT MGMT | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Humboldt Redwood Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Scotia, CA
- Mcdonald Capital Investors, Inc — Schedule C compensation
- Blackrock, Inc — Schedule C compensation
- Fidelity Invest Inst — Schedule C compensation
- Generation Investment Management Ll — Schedule C compensation
- Steadfast Capital Management — Schedule C compensation
- Ruane, Cunniff & Goldfarb Inc. — Schedule C compensation
- Artisan Partners — Schedule C compensation
- Centerbridge Partners, Lp — Schedule C compensation
- Taconic Capital Advisors Lp — Schedule C compensation