2023 Form 5500 filing — Primo Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924170037NAL0004846451001) for Primo Retirement Savings Plan, reported by Primo Water Holdings Inc under EIN 58-2020185 and plan number 001. It reports 6,476 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924170037NAL0004846451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Primo Water Holdings Inc
- EIN
- 58-2020185
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 6,476
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $335,886,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $335,886,931
- Employer contributions
- $6,639,195
- Participant contributions
- $19,957,586
- Total income / additions
- $74,126,610
- Benefits paid
- $32,389,965
- Administrative expenses
- $449,747
- Total expenses
- $33,627,549
- Net increase / (decrease)
- $40,499,061
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $256,988 | $0 |
| Sageview Advisory Group LLC | NONE | $150,519 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | NONE | $25,200 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | NONE | $16,240 | not reported in the loaded dataset |