Plan5500

Rfe/Rl, Inc. Welfare Benefit Plan For Retirees — Form 5500 plan (Rfe/Rl, 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, Rfe/Rl, Inc. Welfare Benefit Plan For Retirees is a benefit plan reported by Rfe/Rl, Inc. under EIN 52-2047324 and plan number 503. The latest loaded filing year is 2023. The filing reports 198 participants and $46,127,574 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rfe/Rl, Inc.
EIN
52-2047324
Plan number
503
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
198
End-of-year plan assets
$46,127,574

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023198H, C20260521134613NAL0003295360001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,127,574
Total liabilities (EOY)
$0
Net assets (EOY)
$46,127,574
Net assets (BOY)
$40,836,850

Income & contributions

Participant contributions
$525,443
Total contributions
$525,443
Total income / additions
$7,176,842

Expenses & distributions

Benefits paid
$1,789,319
Administrative expenses
$96,799
Total expenses
$1,886,118
Net increase / (decrease)
$5,290,724

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Consulting GroupNONE$36,900not reported in the loaded dataset2023
Truist Financial CorporationNONE$36,622not reported in the loaded dataset2023
Capfinancial Partners LLCNONE$16,412not reported in the loaded dataset2023

Related Form 5500 pages