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Original filing (PDF)20251014212508NAL0001844819001
SUN PACIFIC SHIPPERS, L.P.
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR EMPLOYEES OF SUN PACIFIC SHIPPERS, L.P.
Defined-benefit pension plan
Signals · 2
100% in single holding~1060 bps in Sched C fees
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
7 pooled trusts
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "EB Temporary Investment Fund Common/Collective Trust" is 100% of plan.
- 1060 bps in Schedule C fees — 1938% above peer band of 52 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUN PACIFIC SHIPPERS, L.P..
Plan sponsor
Name
SUN PACIFIC SHIPPERS, L.P.
EIN
77-0570025
Address
1250 E MYER AVE · EXETER, CA · 93221
Phone
(559) 592-5168
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $886K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $40K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $15K | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $11K | — |
| INDEPENDENT INSURANCE ANALYST LLC | 13-4206965 | — | NONE | $8K | — |
Investments
7 pooled funds· $9.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EB TEMPORARY INVESTMENT THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | $9.0M | $9.0M | 99.6% | |
| L&G TREASURY 15+ STRIPS CIT FUND RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 021 | Common Collective Trust | — | — | $0 | <0.1% | |
| WTW GT LONG CREDIT FUND TOWERS WATSON INVESTMENT SERVICES, INC · EIN 82-6695738 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS INTERMED US GOVT BOND INDX NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 144 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS MSCI ACWI INDEX NON-LENDING FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 042 | Common Collective Trust | — | — | $0 | <0.1% | |
| IR&M INTERM CORP COLLECTIVE FUND GLOBAL TRUST COMPANY · EIN 37-6567224 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS RUSSELL 3000(R) INDEX NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 042 | Common Collective Trust | — | — | $0 | <0.1% |