Imperial Sugar Company Retirement Plan — Form 5500 plan (United States Sugar Savannah Refinery 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, Imperial Sugar Company Retirement Plan is a benefit plan reported by United States Sugar Savannah Refinery LLC under EIN 86-3775804 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,225 participants and $132,726,983 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United States Sugar Savannah Refinery LLC
EIN
86-3775804
Plan number
003
Plan type
2
Location
Clewiston, FL
Latest filing year
2023
Participants
2,225
End-of-year plan assets
$132,726,983

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,225H, C20241015123335NAL0029639569001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$132,726,983
Total liabilities (EOY)
$0
Net assets (EOY)
$132,726,983
Net assets (BOY)
$155,081,426

Income & contributions

Total contributions
$0
Total income / additions
$7,213,260

Expenses & distributions

Benefits paid
$28,922,877
Administrative expenses
$644,826
Total expenses
$29,567,703
Net increase / (decrease)
-$22,354,443

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$359,249$02023
Principal Global Investors, LLCINVESTMENT ADVISORY$25,950not reported in the loaded dataset2023

Related Form 5500 pages