Tate & Lyle Hourly Savings And Investment Plan — Form 5500 plan (Tate & Lyle Americas, 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, Tate & Lyle Hourly Savings And Investment Plan is a benefit plan reported by Tate & Lyle Americas, LLC under EIN 36-4165865 and plan number 040. The latest loaded filing year is 2023. The filing reports 200 participants and $26,843,379 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$26.8MPlan net assets, end of year$26,843,379
Participants200Covered participants reported
Assets / participant$134.2KComputed: assets ÷ participants$134,217 (computed)
Provider compensation$19.2K1 Schedule C provider row(s)$19,204
Plan sponsor
Tate & Lyle Americas, LLC
EIN
36-4165865
Plan number
040
Plan type
2
Location
Decatur, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20241010080750NAL0019777073003
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$26.8M total assets
Net assets$26.8MLiabilities
Money in vs. money out
Total income / additions$4.3M
Total expenses$2.8M
Benefits paid / distributions$2.8M
Full reported line items

Net assets

Total assets (EOY)
$26,843,379
Net assets (EOY)
$26,843,379
Net assets (BOY)
$25,319,576

Income & contributions

Total income / additions
$4,313,590

Expenses & distributions

Benefits paid
$2,770,587
Administrative expenses
$19,200
Total expenses
$2,789,787
Net increase / (decrease)
$1,523,803
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income64%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$19,204$02023

Related Form 5500 pages