Swisher International Inc Master Retirement Trust — Form 5500 plan (Swisher International 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, Swisher International Inc Master Retirement Trust is a benefit plan reported by Swisher International Inc under EIN 36-7045785 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $376,479,377 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swisher International Inc
- EIN
- 36-7045785
- Plan number
- 001
- Plan type
- 4
- Location
- Darien, CT
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $376,479,377
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241012201405NAL0040749648001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $376,479,377
- Total liabilities (EOY)
- $151,939
- Net assets (EOY)
- $376,327,438
- Net assets (BOY)
- $329,277,645
Income & contributions
- Total contributions
- $0
- Total income / additions
- $51,413,432
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $2,226,803
- Total expenses
- $2,226,803
- Net increase / (decrease)
- $49,186,629
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Michael F. Yates & Company | NONE | $452,771 | not reported in the loaded dataset | 2023 |
| Silchester International Investors | NONE | $278,390 | not reported in the loaded dataset | 2023 |
| Eagle Capital Management, LLC | NONE | $268,242 | not reported in the loaded dataset | 2023 |
| Prometheus Associates Incorporated | NONE | $191,345 | not reported in the loaded dataset | 2023 |
| Prime, Buchholz & Associates, Inc. | NONE | $176,792 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $140,242 | not reported in the loaded dataset | 2023 |
| State Street Research & Mgmt Co | NONE | $105,656 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Swisher International Inc
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Darien, CT
- Michael F. Yates & Company — Schedule C compensation
- Silchester International Investors — Schedule C compensation
- Eagle Capital Management, LLC — Schedule C compensation
- Prometheus Associates Incorporated — Schedule C compensation
- Prime, Buchholz & Associates, Inc. — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- State Street Research & Mgmt Co — Schedule C compensation