The Savings And Growth Plan For Ports America Group And Affiliates — Form 5500 plan (Ports America)

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, The Savings And Growth Plan For Ports America Group And Affiliates is a benefit plan reported by Ports America under EIN 94-3348216 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,795 participants and $243,681,414 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ports America
EIN
94-3348216
Plan number
001
Plan type
3
Location
Chandler, AZ
Latest filing year
2023
Participants
1,795
End-of-year plan assets
$243,681,414

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,795H, C20241015180931NAL0029342193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$243,681,414
Total liabilities (EOY)
$0
Net assets (EOY)
$243,681,414
Net assets (BOY)
$198,875,950

Income & contributions

Employer contributions
$5,320,994
Participant contributions
$8,572,284
Total contributions
$18,446,797
Total income / additions
$58,581,006

Expenses & distributions

Benefits paid
$13,552,398
Administrative expenses
$218,783
Total expenses
$13,775,542
Net increase / (decrease)
$44,805,464

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$218,783$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages