Stratus.Hr Retirement Plan — Form 5500 plan (Stratus.Hr)

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, Stratus.Hr Retirement Plan is a benefit plan reported by Stratus.Hr under EIN 45-3548842 and plan number 333. The latest loaded filing year is 2023. The filing reports 3,183 participants and $53,680,046 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stratus.Hr
EIN
45-3548842
Plan number
333
Plan type
3
Location
Sandy, UT
Latest filing year
2023
Participants
3,183
End-of-year plan assets
$53,680,046

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,183H, C20241010130302NAL0020110929001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$53,680,046
Net assets (EOY)
$53,680,046
Net assets (BOY)
$42,467,964

Income & contributions

Employer contributions
$3,509,353
Participant contributions
$8,068,579
Total contributions
$12,220,869
Total income / additions
$19,594,210

Expenses & distributions

Benefits paid
$4,387,883
Administrative expenses
$298,921
Total expenses
$4,710,149
Net increase / (decrease)
$14,884,061

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life InsuranRECORDKEEPER$264,421$02023
Skidmore And OlaussonAUDITOR$34,500not reported in the loaded dataset2023

Related Form 5500 pages