2023 Form 5500 filing — Sunkist Retirement Plan - A
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 20241014230336NAL0047709424001) for Sunkist Retirement Plan - A, reported by Sunkist Retirement Board under EIN 95-3007164 and plan number 333. It reports 1,145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014230336NAL0047709424001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Sunkist Retirement Board
- EIN
- 95-3007164
- Plan number
- 333
- Location
- Valencia, CA
- Participants
- 1,145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,509,000
- Total liabilities (EOY)
- $31,000
- Net assets (EOY)
- $85,478,000
- Employer contributions
- $2,633,000
- Total income / additions
- $8,972,000
- Benefits paid
- $34,611,000
- Administrative expenses
- $869,000
- Total expenses
- $35,480,000
- Net increase / (decrease)
- -$26,508,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $343,905 | not reported in the loaded dataset |
| Sunkist Growers, Inc. | SPONSOR | $142,821 | not reported in the loaded dataset |
| Captrust Financial Advisors | NONE | $72,000 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $56,123 | not reported in the loaded dataset |
| Hutchinson And Bloodgood Llp | NONE | $50,650 | not reported in the loaded dataset |
| Trucker Huss | NONE | $21,256 | not reported in the loaded dataset |
| Ryan LLC | NONE | $19,350 | not reported in the loaded dataset |
| Independent Insurance Analysts LLC | NONE | $6,750 | not reported in the loaded dataset |