The Andersons, Inc. Retirement Savings Investment Plan — Form 5500 plan (The Andersons, 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, The Andersons, Inc. Retirement Savings Investment Plan is a benefit plan reported by The Andersons, Inc. under EIN 34-1562374 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,602 participants and $345,137,912 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Andersons, Inc.
- EIN
- 34-1562374
- Plan number
- 003
- Plan type
- 2
- Location
- Maumee, OH
- Latest filing year
- 2023
- Participants
- 3,602
- End-of-year plan assets
- $345,137,912
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,602 | H, C | 20241014084937NAL0045366208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $345,137,912
- Total liabilities (EOY)
- $8
- Net assets (EOY)
- $345,137,904
- Net assets (BOY)
- $288,452,119
Income & contributions
- Employer contributions
- $16,589,405
- Participant contributions
- $14,254,427
- Total contributions
- $33,319,627
- Total income / additions
- $92,878,049
Expenses & distributions
- Benefits paid
- $35,894,038
- Administrative expenses
- $285,639
- Total expenses
- $36,192,264
- Net increase / (decrease)
- $56,685,785
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $124,127 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $119,539 | $0 | 2023 |
| Lbmc, Pc | ACCOUNTANT/AUDITOR | $24,600 | not reported in the loaded dataset | 2023 |
| Baker & Hostetler Llp | ATTORNEY/LEGAL | $10,516 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Andersons, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Maumee, OH
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Lbmc, Pc — Schedule C compensation
- Baker & Hostetler Llp — Schedule C compensation