Republic Airways Holdings Inc. 401(K) Plan — Form 5500 plan (Republic Airways Holdings Inc.)
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, Republic Airways Holdings Inc. 401(K) Plan is a benefit plan reported by Republic Airways Holdings Inc. under EIN 06-1449146 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,032 participants and $479,227,898 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Republic Airways Holdings Inc.
- EIN
- 06-1449146
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 8,032
- End-of-year plan assets
- $479,227,898
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,032 | H, C | 20241014120935NAL0044430640001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $479,227,898
- Net assets (EOY)
- $479,227,898
- Net assets (BOY)
- $379,461,886
Income & contributions
- Employer contributions
- $27,690,137
- Participant contributions
- $34,696,082
- Total contributions
- $63,924,333
- Total income / additions
- $137,697,820
Expenses & distributions
- Benefits paid
- $37,319,128
- Administrative expenses
- $377,275
- Total expenses
- $37,931,808
- Net increase / (decrease)
- $99,766,012
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $325,716 | not reported in the loaded dataset | 2023 |
| Mesirow Financial Investment | NONE | $14,284 | not reported in the loaded dataset | 2023 |
| Morningstar Inc | NONE | $11,546 | not reported in the loaded dataset | 2023 |
| Summit Global Investments LLC | NONE | $9,631 | not reported in the loaded dataset | 2023 |
| Mountain Capital Investment Ad | NONE | $7,221 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $4,588 | $1 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Republic Airways Holdings Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Mesirow Financial Investment — Schedule C compensation
- Morningstar Inc — Schedule C compensation
- Summit Global Investments LLC — Schedule C compensation
- Mountain Capital Investment Ad — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation