2023 Form 5500 filing — Resolution Life Services (Us) 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240919155205NAL0006164321001) for Resolution Life Services (Us) 401(K) Plan, reported by Resolution Life Services Us Inc. under EIN 82-3607953 and plan number 001. It reports 532 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919155205NAL0006164321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Resolution Life Services Us Inc.
- EIN
- 82-3607953
- Plan number
- 001
- Location
- West Chester, PA
- Participants
- 532
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,903,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,903,775
- Employer contributions
- $4,018,792
- Participant contributions
- $6,142,301
- Total income / additions
- $27,591,634
- Benefits paid
- $3,729,262
- Administrative expenses
- $7,709
- Total expenses
- $3,739,354
- Net increase / (decrease)
- $23,852,280
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $5,542 | $21,990 |
| Morningstar | SERVICE PROVIDER | $2,167 | $21,990 |