Suncor Energy Us Pension Plan — Form 5500 plan (Suncor Energy (U.S.A.) 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, Suncor Energy Us Pension Plan is a benefit plan reported by Suncor Energy (U.S.A.) Inc. under EIN 51-0403125 and plan number 003. The latest loaded filing year is 2023. The filing reports 733 participants and $94,986,759 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Suncor Energy (U.S.A.) Inc.
- EIN
- 51-0403125
- Plan number
- 003
- Plan type
- 2
- Location
- Commerce City, CO
- Latest filing year
- 2023
- Participants
- 733
- End-of-year plan assets
- $94,986,759
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 733 | H, C | 20250505095016NAL0005738771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,986,759
- Total liabilities (EOY)
- $109,732
- Net assets (EOY)
- $94,877,027
- Net assets (BOY)
- $95,732,729
Income & contributions
- Employer contributions
- $7,700,000
- Total contributions
- $7,700,000
- Total income / additions
- $6,547,400
Expenses & distributions
- Benefits paid
- $6,754,433
- Administrative expenses
- $648,669
- Total expenses
- $7,403,102
- Net increase / (decrease)
- -$855,702
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Investment Management Inc | NONE | $210,241 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE | $178,990 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $140,575 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank | NONE | $26,391 | not reported in the loaded dataset | 2023 |
| Causey Demgen & Moore Pc | NONE | $17,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Suncor Energy (U.S.A.) Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Commerce City, CO
- Jp Morgan Investment Management Inc — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Wells Fargo Bank — Schedule C compensation
- Causey Demgen & Moore Pc — Schedule C compensation