Sullivan Companies Retirement Trust — Form 5500 plan (Sullivan Investment Co., Inc.)
Plain-English plan 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, Sullivan Companies Retirement Trust is a benefit plan reported by Sullivan Investment Co., Inc. under EIN 04-2682840 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,594 participants and $93,478,658 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sullivan Investment Co., Inc.
- EIN
- 04-2682840
- Plan number
- 001
- Plan type
- 2
- Location
- Norwell, MA
- Latest filing year
- 2023
- Participants
- 1,594
- End-of-year plan assets
- $93,478,658
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,594 | H, C | 20240801103321NAL0038642960001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,478,658
- Total liabilities (EOY)
- $1,392
- Net assets (EOY)
- $93,477,266
- Net assets (BOY)
- $79,209,504
Income & contributions
- Employer contributions
- $1,012,448
- Participant contributions
- $5,216,212
- Total contributions
- $6,952,546
- Total income / additions
- $22,435,362
Expenses & distributions
- Benefits paid
- $7,660,830
- Administrative expenses
- $479,303
- Total expenses
- $8,167,600
- Net increase / (decrease)
- $14,267,762
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RECORD-KEEPER | $440,506 | $0 | 2023 |
| Merrill Lynch, Pierce, Fenner And S | INVESTMENT ADVISOR | $17,500 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | RETAINED BY EMPLOYER | $12,695 | not reported in the loaded dataset | 2023 |
| The Driscoll Agency | RETAINED BY EMPLOYER | $8,602 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sullivan Investment Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Norwell, MA
- John Hancock — Schedule C compensation
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- The Driscoll Agency — Schedule C compensation