Retirement Plan For The Bottling Employees Of Swire Pacific Holdings Inc And Its Affiliates — Form 5500 plan (Swire Pacific Holdings Inc And Its Affiliates)

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 The Bottling Employees Of Swire Pacific Holdings Inc And Its Affiliates is a benefit plan reported by Swire Pacific Holdings Inc And Its Affiliates under EIN 87-0424812 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,028 participants and $201,759,657 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swire Pacific Holdings Inc And Its Affiliates
EIN
87-0424812
Plan number
001
Plan type
2
Location
Draper, UT
Latest filing year
2023
Participants
2,028
End-of-year plan assets
$201,759,657

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,028H, C20241004130454NAL0011442449001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$201,759,657
Total liabilities (EOY)
$0
Net assets (EOY)
$201,759,657
Net assets (BOY)
$191,505,290

Income & contributions

Employer contributions
$5,500,000
Total contributions
$5,500,000
Total income / additions
$29,179,491

Expenses & distributions

Benefits paid
$18,417,215
Administrative expenses
$507,909
Total expenses
$18,925,124
Net increase / (decrease)
$10,254,367

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Trust CompanyNONE$507,909not reported in the loaded dataset2023
Principal Trust CompanyNONE$0$02023

Related Form 5500 pages