2023 Form 5500 filing — Suncor Energy Us Pension 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 20250505095016NAL0005738771001) for Suncor Energy Us Pension Plan, reported by Suncor Energy (U.S.A.) Inc. under EIN 51-0403125 and plan number 003. It reports 733 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250505095016NAL0005738771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Suncor Energy (U.S.A.) Inc.
- EIN
- 51-0403125
- Plan number
- 003
- Location
- Commerce City, CO
- Participants
- 733
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,986,759
- Total liabilities (EOY)
- $109,732
- Net assets (EOY)
- $94,877,027
- Employer contributions
- $7,700,000
- Total income / additions
- $6,547,400
- Benefits paid
- $6,754,433
- Administrative expenses
- $648,669
- Total expenses
- $7,403,102
- Net increase / (decrease)
- -$855,702
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Investment Management Inc | NONE | $210,241 | not reported in the loaded dataset |
| Wells Fargo Advisors | NONE | $178,990 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $140,575 | not reported in the loaded dataset |
| Wells Fargo Bank | NONE | $26,391 | not reported in the loaded dataset |
| Causey Demgen & Moore Pc | NONE | $17,300 | not reported in the loaded dataset |