2023 Form 5500 filing — Retirement Plan For Employees Of Sun Pacific Shippers, L.P.
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 20241014185503NAL0013760307001) for Retirement Plan For Employees Of Sun Pacific Shippers, L.P., reported by Sun Pacific Shippers, L.P. under EIN 77-0570025 and plan number 002. It reports 2,844 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$69.6MReported net assets$69,550,565
Participants2.8K2,844
Provider compensation$1.3M4 Schedule C row(s)$1,337,314
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014185503NAL0013760307001
- Plan sponsor
- Sun Pacific Shippers, L.P.
- EIN
- 77-0570025
- Plan number
- 002
- Location
- Exeter, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$69.6M total assets
Net assets$69.6MLiabilities—
Full reported line items
- Total assets (EOY)
- $69,550,565
- Net assets (EOY)
- $69,550,565
- Total income / additions
- $11,554,018
- Benefits paid
- $51,676,638
- Administrative expenses
- $1,337,313
- Total expenses
- $53,013,951
- Net increase / (decrease)
- -$41,459,933
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $1,128,126 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $149,370 | not reported in the loaded dataset |
| Capital Bank And Trust Company | NONE | $37,930 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $21,888 | not reported in the loaded dataset |