The Western Sugar Cooperative Salaried Savings And Investment Plan — Form 5500 plan (The Western Sugar Cooperative)
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 Western Sugar Cooperative Salaried Savings And Investment Plan is a benefit plan reported by The Western Sugar Cooperative under EIN 87-0658226 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $46,790,306 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Western Sugar Cooperative
- EIN
- 87-0658226
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $46,790,306
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20241008144853NAL0017815585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,790,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,790,306
- Net assets (BOY)
- $38,227,169
Income & contributions
- Employer contributions
- $1,539,022
- Participant contributions
- $1,611,588
- Total contributions
- $4,085,680
- Total income / additions
- $11,786,299
Expenses & distributions
- Benefits paid
- $4,349,146
- Administrative expenses
- $66,453
- Total expenses
- $4,455,167
- Net increase / (decrease)
- $7,331,132
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $30,506 | $0 | 2023 |
| Ameriprise Financial Services | INVESTMENT ADVISOR | $25,888 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $10,744 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Western Sugar Cooperative
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Fidelity Investments Institutional — Schedule C compensation
- Ameriprise Financial Services — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation