Refresco Union Employees' Retirement Plan — Form 5500 plan (Refresco Beverages Us 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, Refresco Union Employees' Retirement Plan is a benefit plan reported by Refresco Beverages Us Inc. under EIN 58-1947565 and plan number 005. The latest loaded filing year is 2023. The filing reports 480 participants and $1,176,867 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Refresco Beverages Us Inc.
- EIN
- 58-1947565
- Plan number
- 005
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 480
- End-of-year plan assets
- $1,176,867
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 480 | H, C | 20240924090140NAL0012559185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,176,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,176,867
- Net assets (BOY)
- $269,290
Income & contributions
- Employer contributions
- $1,069,752
- Total contributions
- $1,069,752
- Total income / additions
- $1,099,170
Expenses & distributions
- Benefits paid
- $82,437
- Administrative expenses
- $109,156
- Total expenses
- $191,593
- Net increase / (decrease)
- $907,577
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Services | CONTRACT ADMINISTRATOR | $66,406 | not reported in the loaded dataset | 2023 |
| Sageview Consulting Group | ACTUARY | $27,375 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group | INVESTMENT ADVISOR | $15,375 | not reported in the loaded dataset | 2023 |