Shamrock Foods Company Retirement Plan — Form 5500 plan (Shamrock Foods Company)
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, Shamrock Foods Company Retirement Plan is a benefit plan reported by Shamrock Foods Company under EIN 86-0209968 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,086 participants and $90,198,385 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shamrock Foods Company
- EIN
- 86-0209968
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 2,086
- End-of-year plan assets
- $90,198,385
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,086 | H, C | 20241015123832NAL0047938208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,198,385
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,198,385
- Net assets (BOY)
- $125,241,157
Income & contributions
- Employer contributions
- $8,000,000
- Total contributions
- $8,000,000
- Total income / additions
- $13,490,829
Expenses & distributions
- Benefits paid
- $47,478,734
- Administrative expenses
- $1,054,867
- Total expenses
- $48,533,601
- Net increase / (decrease)
- -$35,042,772
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Global Advisors | NONE | $225,805 | not reported in the loaded dataset | 2023 |
| 3edge Asset Management Lp | NONE | $174,664 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc | NONE | $128,710 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas, P.C. | NONE | $28,770 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shamrock Foods Company
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Mercer Global Advisors — Schedule C compensation
- 3edge Asset Management Lp — Schedule C compensation
- Aon Investments Usa Inc — Schedule C compensation
- Cbiz Cpas, P.C. — Schedule C compensation