Retirement Plan For Employees Of Southern States — Form 5500 plan (Southern States Cooperative, 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, Retirement Plan For Employees Of Southern States is a benefit plan reported by Southern States Cooperative, Inc. under EIN 54-0387200 and plan number 333. The latest loaded filing year is 2023. The filing reports 3,247 participants and $191,995,583 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern States Cooperative, Inc.
- EIN
- 54-0387200
- Plan number
- 333
- Plan type
- 3
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 3,247
- End-of-year plan assets
- $191,995,583
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,247 | H, C | 20250307130952NAL0011670689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $191,995,583
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $191,995,583
- Net assets (BOY)
- $191,515,024
Income & contributions
- Total contributions
- $0
- Total income / additions
- $21,761,312
Expenses & distributions
- Benefits paid
- $20,497,414
- Administrative expenses
- $783,339
- Total expenses
- $21,280,753
- Net increase / (decrease)
- $480,559
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting Inc | PENSION ADMINISTRATOR | $553,767 | not reported in the loaded dataset | 2023 |
| Wilmington Trust | TRUSTEE | $71,675 | not reported in the loaded dataset | 2023 |
| Fid Inst Asset Mgmt Co. | INV. ADVISORY | $39,958 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | INVESTMENT MANAGEMENT | $39,669 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | AUDIT | $17,260 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern States Cooperative, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- Aon Consulting Inc — Schedule C compensation
- Wilmington Trust — Schedule C compensation
- Fid Inst Asset Mgmt Co. — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Forvis, Llp — Schedule C compensation