2023 Form 5500 filing — Retirement Plan For The Bottling Employees Of Swire Pacific Holdings Inc And Its Affiliates
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 20241004130454NAL0011442449001) for Retirement Plan For The Bottling Employees Of Swire Pacific Holdings Inc And Its Affiliates, reported by Swire Pacific Holdings Inc And Its Affiliates under EIN 87-0424812 and plan number 001. It reports 2,028 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004130454NAL0011442449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swire Pacific Holdings Inc And Its Affiliates
- EIN
- 87-0424812
- Plan number
- 001
- Location
- Draper, UT
- Participants
- 2,028
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $201,759,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $201,759,657
- Employer contributions
- $5,500,000
- Total income / additions
- $29,179,491
- Benefits paid
- $18,417,215
- Administrative expenses
- $507,909
- Total expenses
- $18,925,124
- Net increase / (decrease)
- $10,254,367
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Trust Company | NONE | $507,909 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $0 | $0 |