Amalgamated Sugar Company Hourly Retirement Plan — Form 5500 plan (Amalgamated Sugar 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, Amalgamated Sugar Company Hourly Retirement Plan is a benefit plan reported by Amalgamated Sugar Company under EIN 87-0568755 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,251 participants and $213,608,850 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amalgamated Sugar Company
EIN
87-0568755
Plan number
001
Plan type
2
Location
Boise, ID
Latest filing year
2023
Participants
2,251
End-of-year plan assets
$213,608,850

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,251H, C20250715162842NAL0003661984001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$213,608,850
Total liabilities (EOY)
$0
Net assets (EOY)
$213,608,850
Net assets (BOY)
$178,969,715

Income & contributions

Employer contributions
$6,835,279
Participant contributions
$924,336
Total contributions
$7,759,615
Total income / additions
$50,254,688

Expenses & distributions

Benefits paid
$14,269,646
Administrative expenses
$1,345,907
Total expenses
$15,615,553
Net increase / (decrease)
$34,639,135

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyNONE$172,959$02023
Nuveen Asset ManagementNONE$16,380not reported in the loaded dataset2023

Related Form 5500 pages