Amalgamated Sugar Company Salaried Retirement Plan — Form 5500 plan (Amalgamated Sugar Company)
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, Amalgamated Sugar Company Salaried Retirement Plan is a benefit plan reported by Amalgamated Sugar Company under EIN 87-0568755 and plan number 002. The latest loaded filing year is 2023. The filing reports 427 participants and $68,030,087 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amalgamated Sugar Company
- EIN
- 87-0568755
- Plan number
- 002
- Plan type
- 2
- Location
- Boise, ID
- Latest filing year
- 2023
- Participants
- 427
- End-of-year plan assets
- $68,030,087
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 427 | H, C | 20241009143950NAL0019450273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,030,087
- Total liabilities (EOY)
- $6,309
- Net assets (EOY)
- $68,023,778
- Net assets (BOY)
- $65,381,201
Income & contributions
- Total contributions
- $0
- Total income / additions
- $8,541,399
Expenses & distributions
- Benefits paid
- $5,470,990
- Administrative expenses
- $427,832
- Total expenses
- $5,898,822
- Net increase / (decrease)
- $2,642,577
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $77,589 | $0 | 2023 |
| Nuveen Asset Management | NONE | $30,847 | not reported in the loaded dataset | 2023 |