R&L Carriers, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (R&L Carriers, 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, R&L Carriers, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by R&L Carriers, Inc. under EIN 31-1423221 and plan number 001. The latest loaded filing year is 2023. The filing reports 18,836 participants and $394,579,474 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R&L Carriers, Inc.
- EIN
- 31-1423221
- Plan number
- 001
- Plan type
- 2
- Location
- Wilmington, OH
- Latest filing year
- 2023
- Participants
- 18,836
- End-of-year plan assets
- $394,579,474
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,836 | H, C | 20240926083138NAL0000214547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $394,579,474
- Total liabilities (EOY)
- $233,094
- Net assets (EOY)
- $394,346,380
- Net assets (BOY)
- $318,395,435
Income & contributions
- Employer contributions
- $11,292,377
- Participant contributions
- $39,241,936
- Total contributions
- $57,828,649
- Total income / additions
- $111,761,898
Expenses & distributions
- Benefits paid
- $35,150,100
- Administrative expenses
- $516,974
- Total expenses
- $35,810,953
- Net increase / (decrease)
- $75,950,945
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $243,809 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $228,165 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for R&L Carriers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Wilmington, OH
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation