2023 Form 5500 filing — Puerto Rico Retirement 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 20241003093536NAL0005624483001) for Puerto Rico Retirement Plan, reported by Reynolds American Inc. under EIN 20-0546644 and plan number 019. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003093536NAL0005624483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reynolds American Inc.
- EIN
- 20-0546644
- Plan number
- 019
- Location
- Winston-Salem, NC
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,744,897
- Total liabilities (EOY)
- $40,190
- Net assets (EOY)
- $20,704,707
- Employer contributions
- $3,000,000
- Total income / additions
- $4,677,429
- Benefits paid
- $2,033,929
- Administrative expenses
- $182,701
- Total expenses
- $2,216,630
- Net increase / (decrease)
- $2,460,799
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | NONE | $89,771 | not reported in the loaded dataset |
| Banco Popular De Puerto Rico | NONE | $56,683 | not reported in the loaded dataset |
| Mayer Hoffman Mccann P. C. | NONE | $24,800 | not reported in the loaded dataset |
| Alight | NONE | $10,600 | not reported in the loaded dataset |