Regional Enterprises, Inc. 403(B) Plan — Form 5500 plan (Regional Enterprises, 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, Regional Enterprises, Inc. 403(B) Plan is a benefit plan reported by Regional Enterprises, Inc. under EIN 39-1555837 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,326 participants and $118,710,083 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Regional Enterprises, Inc.
EIN
39-1555837
Plan number
002
Plan type
2
Location
Ashland, WI
Latest filing year
2023
Participants
1,326
End-of-year plan assets
$118,710,083

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,326H, C20241015153505NAL0028957665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$118,710,083
Total liabilities (EOY)
$0
Net assets (EOY)
$118,710,083
Net assets (BOY)
$97,824,357

Income & contributions

Employer contributions
$3,701,421
Participant contributions
$6,904,777
Total contributions
$11,493,395
Total income / additions
$28,209,528

Expenses & distributions

Benefits paid
$7,171,268
Administrative expenses
$152,534
Total expenses
$7,323,802
Net increase / (decrease)
$20,885,726

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$115,770$02023
Vanguard Advisers Inc.NONE$34,978not reported in the loaded dataset2023

Related Form 5500 pages