2023 Form 5500 filing — Roxul Usa Retirement And Savings 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 20241004094540NAL0012066337001) for Roxul Usa Retirement And Savings Plan, reported by Roxul Usa Inc. under EIN 99-0378111 and plan number 002. It reports 854 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004094540NAL0012066337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roxul Usa Inc.
- EIN
- 99-0378111
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 854
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,277,597
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,277,597
- Employer contributions
- $2,976,059
- Participant contributions
- $4,348,394
- Total income / additions
- $16,446,454
- Benefits paid
- $5,293,400
- Administrative expenses
- $173,025
- Total expenses
- $5,467,440
- Net increase / (decrease)
- $10,979,014
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $53,630 | $0 |
| Empower Advisory Group, LLC | NONE | $35,904 | not reported in the loaded dataset |
| Capital Strategies Investment Group | NONE | $30,000 | not reported in the loaded dataset |