2023 Form 5500 filing — Culligan Safe Harbor Retirement 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 20241015122949NAL0029631089001) for Culligan Safe Harbor Retirement Savings Plan, reported by Culligan International Company under EIN 13-3346689 and plan number 002. It reports 689 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122949NAL0029631089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Culligan International Company
- EIN
- 13-3346689
- Plan number
- 002
- Location
- Rosemont, IL
- Participants
- 689
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,543,839
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,543,839
- Employer contributions
- $794,623
- Participant contributions
- $1,943,814
- Total income / additions
- $5,396,684
- Benefits paid
- $2,715,657
- Administrative expenses
- $45,492
- Total expenses
- $2,759,063
- Net increase / (decrease)
- $2,637,621
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,785 | $0 |
| Mercer (Us) Inc | INVESTMENT ADVISOR | $15,707 | not reported in the loaded dataset |