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, Niagara Water Retirement Plan is a benefit plan reported by Niagara Bottling, LLC under EIN 33-0843510 and plan number 003. The latest loaded filing year is 2023. The filing reports 7,337 participants and $207,995,674 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $207,995,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $207,995,674
- Net assets (BOY)
- $141,320,323
Income & contributions
- Employer contributions
- $6,817,568
- Participant contributions
- $33,084,056
- Total contributions
- $48,624,995
- Total income / additions
- $81,918,947
Expenses & distributions
- Benefits paid
- $14,741,666
- Administrative expenses
- $226,800
- Total expenses
- $15,243,596
- Net increase / (decrease)
- $66,675,351