Niagara Water Retirement Plan — Form 5500 plan (Niagara Bottling, LLC)

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, Niagara Water Retirement Plan is a benefit plan reported by Niagara Bottling, LLC under EIN 33-0843510 and plan number 003. The latest loaded filing year is 2023. The filing reports 7,337 participants and $207,995,674 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Niagara Bottling, LLC
EIN
33-0843510
Plan number
003
Plan type
2
Location
Diamond Bar, CA
Latest filing year
2023
Participants
7,337
End-of-year plan assets
$207,995,674

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,337H, C20240819125505NAL0001472209001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$207,995,674
Total liabilities (EOY)
$0
Net assets (EOY)
$207,995,674
Net assets (BOY)
$141,320,323

Income & contributions

Employer contributions
$6,817,568
Participant contributions
$33,084,056
Total contributions
$48,624,995
Total income / additions
$81,918,947

Expenses & distributions

Benefits paid
$14,741,666
Administrative expenses
$226,800
Total expenses
$15,243,596
Net increase / (decrease)
$66,675,351

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$226,800$02023

Related Form 5500 pages