2023 Form 5500 filing — The Western Sugar Cooperative Salaried Savings And Investment 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 20241008144853NAL0017815585001) for The Western Sugar Cooperative Salaried Savings And Investment Plan, reported by The Western Sugar Cooperative under EIN 87-0658226 and plan number 001. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008144853NAL0017815585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Western Sugar Cooperative
- EIN
- 87-0658226
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,790,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,790,306
- Employer contributions
- $1,539,022
- Participant contributions
- $1,611,588
- Total income / additions
- $11,786,299
- Benefits paid
- $4,349,146
- Administrative expenses
- $66,453
- Total expenses
- $4,455,167
- Net increase / (decrease)
- $7,331,132
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $30,506 | $0 |
| Ameriprise Financial Services | INVESTMENT ADVISOR | $25,888 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $10,744 | not reported in the loaded dataset |