Retirement plan

RETIREMENT PLAN FOR HOURLY EMPLOYEES OF PRODUCTS GROUP SUNKIST GROWERS, INC.

Name: SUNKIST GROWERS, INC. - RETIREMENT PLAN FOR HOURLY EMPLOYEES OF PRODUCTS GROUP SUNKIST GROWERS, INC. (2018) Form 5500
Creator: SUNKIST GROWERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETIREMENT PLAN FOR HOURLY EMPLOYEES OF PRODUCTS GROUP SUNKIST GROWERS, INC., SUNKIST GROWERS, INC.

SUNKIST GROWERS, INC.EIN 95-0595000Plan #004PY 2018

27770 N ENTERTAINMENT DRIVE - VALENCIA, CA 913551092661-290-8900sunkist.comLinkedIn51-200 employeesfood & beverages

Other plans on this EIN

1 filing

#336Retirement-$92.3M assets

Prospect flagsRecently cancelled planWind-down / frozen

How to read this page

Total assets (EOY)

-100.0% from 2017

Total participants

-100.0% from 2017

Average account balance

No prior year

Annual return

-3.92%

-7.34 pp from 2017

Benchmarks

See 148 peers

Peer group

Industryany (size+type match)

Plan typeDefined benefit

Cohort148 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.06M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-3.92%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELWARE INC. Service code 11 300 SOUTH GRAND AVE SUITE 2000 · LOS ANGELES, CA 90071	Actuarial	$52,933
HUTCHINSON AND BLOODGOOD LLP4+ years Service code 10 · EIN 95-2036255 550 N BRAND BLVD 14TH FLOOR · GLENDALE, CA 91203	Accounting	$21,250
INDEPENDENT INSURANCE ANALYSTS LLC1 year Service code 22 · EIN 13-4206965 17 AUGUST ROAD SUITE 110 · SIMSBURY, CT 06070	Insurance Broker	$7,500
ELLWOOD ASSOCIATES4+ years Filed as: J. H. ELLWOOD Service code 27 · EIN 36-3121777	Advisory (Plan)	$5,000

Plan features & details

Pension benefit codes1A1D1I

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1D
Floor-offset plan
Defined benefit plan whose benefits are offset by retirement benefits provided under an employer-sponsored defined contribution plan.
1I
Frozen plan
As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.

Opportunity flags

2 tripped

InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II

Admin total

$91K

Investment mgmt$5K5.5%
Other / not subdivided$86K94.5%

% of EOY assets

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HUTCHINSON AND BLOODGOOD LLP
Auditor EIN: 950858589
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$360,335-100.0%

$148,425-100.0%

Participation rate

0.0%

0.0%0pp

35.1%-35.1pp

Annual return

-3.92%

25.06%-29.0pp

38.14%-42.1pp

Employer contribution / active EE

$22,783-100.0%

$34,245-100.0%

Participant deferral / active EE

$185-100.0%

Admin fee / account holder

$10,090-100.0%

$10,234-100.0%

Provider

Service type

Compensation

WILLIS TOWERS WATSON US LLC2 years

Filed as: TOWERS WATSON DELWARE INC.

Service code 11

300 SOUTH GRAND AVE SUITE 2000 · LOS ANGELES, CA 90071

Actuarial

$52,933

HUTCHINSON AND BLOODGOOD LLP4+ years

Service code 10 · EIN 95-2036255

550 N BRAND BLVD 14TH FLOOR · GLENDALE, CA 91203

Accounting

$21,250

INDEPENDENT INSURANCE ANALYSTS LLC1 year

Service code 22 · EIN 13-4206965

17 AUGUST ROAD SUITE 110 · SIMSBURY, CT 06070

Insurance Broker

$7,500

ELLWOOD ASSOCIATES4+ years

Filed as: J. H. ELLWOOD

Service code 27 · EIN 36-3121777

Advisory (Plan)

$5,000

RETIREMENT PLAN FOR HOURLY EMPLOYEES OF PRODUCTS GROUP SUNKIST GROWERS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETIREMENT PLAN FOR HOURLY EMPLOYEES OF PRODUCTS GROUP SUNKIST GROWERS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion