Plan5500

Rli Corp. Employee Stock Ownership Plan — Form 5500 plan (Rli 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, Rli Corp. Employee Stock Ownership Plan is a benefit plan reported by Rli Corp. under EIN 37-0889946 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,173 participants and $336,812,925 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rli Corp.
EIN
37-0889946
Plan number
002
Plan type
2
Location
Peoria, IL
Latest filing year
2023
Participants
1,173
End-of-year plan assets
$336,812,925

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,173H, C20240917105646NAL0002682833001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$336,812,925
Total liabilities (EOY)
$0
Net assets (EOY)
$336,812,925
Net assets (BOY)
$341,695,997

Income & contributions

Employer contributions
$11,022,959
Total contributions
$11,022,959
Total income / additions
$23,111,465

Expenses & distributions

Benefits paid
$26,208,570
Administrative expenses
$5,346
Total expenses
$26,213,916
Net increase / (decrease)
-$3,102,451

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$5,345$02023

Related Form 5500 pages