Reyes Holdings Retirement Plan — Form 5500 plan (Reyes Holdings, L.L.C.)

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, Reyes Holdings Retirement Plan is a benefit plan reported by Reyes Holdings, L.L.C. under EIN 36-4121934 and plan number 005. The latest loaded filing year is 2023. The filing reports 79,493 participants and $1,805,246,236 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reyes Holdings, L.L.C.
EIN
36-4121934
Plan number
005
Plan type
3
Location
Rosemont, IL
Latest filing year
2023
Participants
79,493
End-of-year plan assets
$1,805,246,236

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202379,493H, C20241014093208NAL0026915809001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,805,246,236
Total liabilities (EOY)
$46,916
Net assets (EOY)
$1,805,199,320
Net assets (BOY)
$1,468,987,759

Income & contributions

Employer contributions
$66,922,210
Participant contributions
$145,248,105
Total contributions
$224,329,861
Total income / additions
$450,182,115

Expenses & distributions

Benefits paid
$134,244,568
Administrative expenses
$1,221,300
Total expenses
$137,016,642
Net increase / (decrease)
$313,165,473

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$629,847$02023
Capital Strategies Investment GroupNONE$260,850$121,8972023
Empower Advisory Group, LLCNONE$155,851not reported in the loaded dataset2023
Winston & Strawn LlpINVESTMENT ADVISOR$133,570not reported in the loaded dataset2023
Baker Tilly Us LlpNONE$33,983not reported in the loaded dataset2023
Qdro Consultants Company, LLCNONE$7,200not reported in the loaded dataset2023

Related Form 5500 pages