Rate Holdings Corp. Multiple Employer 401(K) Plan — Form 5500 plan (Rate Holdings Corp.)

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, Rate Holdings Corp. Multiple Employer 401(K) Plan is a benefit plan reported by Rate Holdings Corp. under EIN 30-1301067 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,121 participants and $495,066,380 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rate Holdings Corp.
EIN
30-1301067
Plan number
001
Plan type
3
Location
Chicago, IL
Latest filing year
2023
Participants
12,121
End-of-year plan assets
$495,066,380

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312,121H, C20241001162045NAL0007092817001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$495,066,380
Total liabilities (EOY)
$0
Net assets (EOY)
$495,066,380
Net assets (BOY)
$0

Income & contributions

Employer contributions
$11,198,513
Participant contributions
$42,943,327
Total contributions
$59,370,463
Total income / additions
$132,648,190

Expenses & distributions

Benefits paid
$81,964,954
Administrative expenses
$654,236
Total expenses
$82,788,170
Net increase / (decrease)
$49,860,020

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$552,102$02023
Demarco Sciaccotta Wilkens DunleavyNONE$76,250not reported in the loaded dataset2023
Richey May & Co LlpNONE$23,400not reported in the loaded dataset2023

Related Form 5500 pages