2023 Form 5500 filing — Shamrock Foods Company Retirement 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 20241015123832NAL0047938208001) for Shamrock Foods Company Retirement Plan, reported by Shamrock Foods Company under EIN 86-0209968 and plan number 001. It reports 2,086 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123832NAL0047938208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shamrock Foods Company
- EIN
- 86-0209968
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 2,086
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,198,385
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,198,385
- Employer contributions
- $8,000,000
- Total income / additions
- $13,490,829
- Benefits paid
- $47,478,734
- Administrative expenses
- $1,054,867
- Total expenses
- $48,533,601
- Net increase / (decrease)
- -$35,042,772
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Global Advisors | NONE | $225,805 | not reported in the loaded dataset |
| 3edge Asset Management Lp | NONE | $174,664 | not reported in the loaded dataset |
| Aon Investments Usa Inc | NONE | $128,710 | not reported in the loaded dataset |
| Cbiz Cpas, P.C. | NONE | $28,770 | not reported in the loaded dataset |