2023 Form 5500 filing — Rfe/Rl, Inc. Welfare Benefit Plan For Retirees
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 20260521134613NAL0003295360001) for Rfe/Rl, Inc. Welfare Benefit Plan For Retirees, reported by Rfe/Rl, Inc. under EIN 52-2047324 and plan number 503. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260521134613NAL0003295360001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rfe/Rl, Inc.
- EIN
- 52-2047324
- Plan number
- 503
- Location
- Washington, DC
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,127,574
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,127,574
- Participant contributions
- $525,443
- Total income / additions
- $7,176,842
- Benefits paid
- $1,789,319
- Administrative expenses
- $96,799
- Total expenses
- $1,886,118
- Net increase / (decrease)
- $5,290,724
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $36,900 | not reported in the loaded dataset |
| Truist Financial Corporation | NONE | $36,622 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $16,412 | not reported in the loaded dataset |