Primo Retirement Savings Plan — Form 5500 plan (Primo Water Holdings 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, Primo Retirement Savings Plan is a benefit plan reported by Primo Water Holdings Inc under EIN 58-2020185 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,476 participants and $335,886,931 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Primo Water Holdings Inc
- EIN
- 58-2020185
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 6,476
- End-of-year plan assets
- $335,886,931
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,476 | H, C | 20240924170037NAL0004846451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $335,886,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $335,886,931
- Net assets (BOY)
- $295,387,870
Income & contributions
- Employer contributions
- $6,639,195
- Participant contributions
- $19,957,586
- Total contributions
- $27,881,849
- Total income / additions
- $74,126,610
Expenses & distributions
- Benefits paid
- $32,389,965
- Administrative expenses
- $449,747
- Total expenses
- $33,627,549
- Net increase / (decrease)
- $40,499,061
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $256,988 | $0 | 2023 |
| Sageview Advisory Group LLC | NONE | $150,519 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | NONE | $25,200 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | NONE | $16,240 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Primo Water Holdings Inc
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation