Plan5500

Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan — Form 5500 plan (Raymond James Financial, 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, Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan is a benefit plan reported by Raymond James Financial, Inc. under EIN 59-1517485 and plan number 002. The latest loaded filing year is 2023. The filing reports 17,018 participants and $836,004,639 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Raymond James Financial, Inc.
EIN
59-1517485
Plan number
002
Plan type
2
Location
St Petersburg, FL
Latest filing year
2023
Participants
17,018
End-of-year plan assets
$836,004,639

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202317,018H, C20250702203249NAL0000097824001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$836,004,639
Total liabilities (EOY)
$0
Net assets (EOY)
$836,004,639
Net assets (BOY)
$661,618,269

Income & contributions

Employer contributions
$77,980,049
Total contributions
$77,980,049
Total income / additions
$234,215,908

Expenses & distributions

Benefits paid
$59,450,006
Administrative expenses
$379,532
Total expenses
$59,829,538
Net increase / (decrease)
$174,386,370

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$379,532$02023

Related Form 5500 pages