Sunkist Retirement Plan - A — Form 5500 plan (Sunkist Retirement Board)
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, Sunkist Retirement Plan - A is a benefit plan reported by Sunkist Retirement Board under EIN 95-3007164 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,145 participants and $85,509,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunkist Retirement Board
- EIN
- 95-3007164
- Plan number
- 333
- Plan type
- 3
- Location
- Valencia, CA
- Latest filing year
- 2023
- Participants
- 1,145
- End-of-year plan assets
- $85,509,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,145 | H, C | 20241014230336NAL0047709424001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,509,000
- Total liabilities (EOY)
- $31,000
- Net assets (EOY)
- $85,478,000
- Net assets (BOY)
- $111,986,000
Income & contributions
- Employer contributions
- $2,633,000
- Total contributions
- $2,653,000
- Total income / additions
- $8,972,000
Expenses & distributions
- Benefits paid
- $34,611,000
- Administrative expenses
- $869,000
- Total expenses
- $35,480,000
- Net increase / (decrease)
- -$26,508,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $343,905 | not reported in the loaded dataset | 2023 |
| Sunkist Growers, Inc. | SPONSOR | $142,821 | not reported in the loaded dataset | 2023 |
| Captrust Financial Advisors | NONE | $72,000 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $56,123 | not reported in the loaded dataset | 2023 |
| Hutchinson And Bloodgood Llp | NONE | $50,650 | not reported in the loaded dataset | 2023 |
| Trucker Huss | NONE | $21,256 | not reported in the loaded dataset | 2023 |
| Ryan LLC | NONE | $19,350 | not reported in the loaded dataset | 2023 |
| Independent Insurance Analysts LLC | NONE | $6,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunkist Retirement Board
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Valencia, CA
- Willis Towers Watson Us LLC — Schedule C compensation
- Sunkist Growers, Inc. — Schedule C compensation
- Captrust Financial Advisors — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Hutchinson And Bloodgood Llp — Schedule C compensation
- Trucker Huss — Schedule C compensation
- Ryan LLC — Schedule C compensation
- Independent Insurance Analysts LLC — Schedule C compensation