R & R Insurance Services, Inc — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, R & R Insurance Services, Inc (EIN 39-1230987) is a plan sponsor located in Waukesha, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 39-1230987
- Location
- Waukesha, WI
- Loaded plans
- 2
- Total reported participants
- 441
- Total reported plan assets (EOY)
- $51,863,512
- Plans with financial data
- 1
- Plans with provider compensation
- 1
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| R & R Insurance Services, Inc. 401(K) Profit Sharing Plan | 001 | 256 | $51,863,512 | 2023 |
| R & R Insurance Services, Inc. Employee Benefits Plan | 501 | 185 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | R & R Insurance Services, Inc. Employee Benefits Plan | 185 | — | 20240621140346NAL0001821747001 |
| 2023 | R & R Insurance Services, Inc. 401(K) Profit Sharing Plan | 256 | H, C | 20241014104343NAL0014785811001 |