Plan5500

Royal Neighbors Of America Merged Retirement Plan — Form 5500 plan (Royal Neighbors Of America)

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, Royal Neighbors Of America Merged Retirement Plan is a benefit plan reported by Royal Neighbors Of America under EIN 36-1711198 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $72,329,572 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Royal Neighbors Of America
EIN
36-1711198
Plan number
001
Plan type
2
Location
Rock Island, IL
Latest filing year
2023
Participants
326
End-of-year plan assets
$72,329,572

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023326H, C20241004162507NAL0012432625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$72,329,572
Total liabilities (EOY)
$0
Net assets (EOY)
$72,329,572
Net assets (BOY)
$67,698,271

Income & contributions

Total contributions
$0
Total income / additions
$9,319,982

Expenses & distributions

Benefits paid
$4,431,414
Administrative expenses
$257,267
Total expenses
$4,688,681
Net increase / (decrease)
$4,631,301

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Conning IncASSET MANAGER SERVICES$113,510not reported in the loaded dataset2023
Milliman, Inc.ADMINISTRATOR AND ACTUARY$82,846not reported in the loaded dataset2023
The Northern Trust CoASSET MANAGER SERVICES$27,407not reported in the loaded dataset2023
Kerber, Eck & BreckelOUTSIDE AUDITORS$8,550not reported in the loaded dataset2023

Related Form 5500 pages