2023 Form 5500 filing — Russell Investments 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 20241009120627NAL0018262625001) for Russell Investments Retirement Plan, reported by Russell Investments Group, LLC under EIN 47-3735863 and plan number 002. It reports 1,585 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$583.5MReported net assets$583,547,673
Participants1.6K1,585
Provider compensation$5.9K2 Schedule C row(s)$5,937
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009120627NAL0018262625001
- Plan sponsor
- Russell Investments Group, LLC
- EIN
- 47-3735863
- Plan number
- 002
- Location
- Seattle, WA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$583.5M total assets
Net assets$583.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $583,547,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $583,547,673
- Employer contributions
- $4,705,466
- Participant contributions
- $10,214,145
- Total income / additions
- $95,106,360
- Benefits paid
- $48,115,478
- Administrative expenses
- $14,772
- Total expenses
- $48,130,250
- Net increase / (decrease)
- $46,976,110
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman Inc | NONE | $4,762 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | NONE | $1,175 | $0 |