2023 Form 5500 filing — Swisher International Inc Master Retirement Trust
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 20241012201405NAL0040749648001) for Swisher International Inc Master Retirement Trust, reported by Swisher International Inc under EIN 36-7045785 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012201405NAL0040749648001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Swisher International Inc
- EIN
- 36-7045785
- Plan number
- 001
- Location
- Darien, CT
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $376,479,377
- Total liabilities (EOY)
- $151,939
- Net assets (EOY)
- $376,327,438
- Total income / additions
- $51,413,432
- Benefits paid
- $0
- Administrative expenses
- $2,226,803
- Total expenses
- $2,226,803
- Net increase / (decrease)
- $49,186,629
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Michael F. Yates & Company | NONE | $452,771 | not reported in the loaded dataset |
| Silchester International Investors | NONE | $278,390 | not reported in the loaded dataset |
| Eagle Capital Management, LLC | NONE | $268,242 | not reported in the loaded dataset |
| Prometheus Associates Incorporated | NONE | $191,345 | not reported in the loaded dataset |
| Prime, Buchholz & Associates, Inc. | NONE | $176,792 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $140,242 | not reported in the loaded dataset |
| State Street Research & Mgmt Co | NONE | $105,656 | not reported in the loaded dataset |