Reliance Worldwide Corporation Retirement Plan — Form 5500 plan (Reliance Worldwide Corporation)

Plain-English plan 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, Reliance Worldwide Corporation Retirement Plan is a benefit plan reported by Reliance Worldwide Corporation under EIN 01-0581131 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,024 participants and $45,697,229 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reliance Worldwide Corporation
EIN
01-0581131
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
1,024
End-of-year plan assets
$45,697,229

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,024H, C20240819064543NAL0001332113001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,697,229
Total liabilities (EOY)
$0
Net assets (EOY)
$45,697,229
Net assets (BOY)
$38,011,907

Income & contributions

Employer contributions
$2,209,733
Participant contributions
$3,894,366
Total contributions
$6,799,304
Total income / additions
$13,493,344

Expenses & distributions

Benefits paid
$5,623,573
Administrative expenses
$159,348
Total expenses
$5,808,022
Net increase / (decrease)
$7,685,322

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$93,201$02023
Northwestern Mutual Wealth Mgmt CoINVESTMENT ADVISOR$66,147not reported in the loaded dataset2023

Related Form 5500 pages