2023 Form 5500 filing — Rheem Defined Contribution 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 20241015075710NAL0046956704001) for Rheem Defined Contribution Plan, reported by Rheem Manufacturing Company under EIN 20-3928590 and plan number 002. It reports 3,392 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015075710NAL0046956704001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rheem Manufacturing Company
- EIN
- 20-3928590
- Plan number
- 002
- Location
- Atlanta, GA
- Participants
- 3,392
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $402,663,384
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $402,663,384
- Employer contributions
- $17,693,768
- Participant contributions
- $25,452,200
- Total income / additions
- $111,290,432
- Benefits paid
- $42,595,770
- Administrative expenses
- $597,785
- Total expenses
- $43,202,863
- Net increase / (decrease)
- $68,087,569
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $354,800 | $0 |
| Vanguard Advisers Inc. | NONE | $168,045 | not reported in the loaded dataset |
| Mercer Investments LLC | NONE | $70,900 | not reported in the loaded dataset |
| Carr, Riggs, & Ingram LLC | NONE | $16,000 | not reported in the loaded dataset |
| Smith, Gambrell & Russell, Llp | NONE | $6,280 | not reported in the loaded dataset |