Rxbenefits, Inc. Retirement Savings Plan — Form 5500 plan (Rxbenefits, 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, Rxbenefits, Inc. Retirement Savings Plan is a benefit plan reported by Rxbenefits, Inc. under EIN 63-1157085 and plan number 001. The latest loaded filing year is 2023. The filing reports 904 participants and $49,698,035 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rxbenefits, Inc.
EIN
63-1157085
Plan number
001
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
904
End-of-year plan assets
$49,698,035

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023904H, C20240813131740NAL0006096035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,698,035
Total liabilities (EOY)
$0
Net assets (EOY)
$49,698,035
Net assets (BOY)
$35,925,276

Income & contributions

Employer contributions
$2,696,481
Participant contributions
$6,784,551
Total contributions
$12,478,863
Total income / additions
$20,096,211

Expenses & distributions

Benefits paid
$6,091,563
Administrative expenses
$214,974
Total expenses
$6,323,452
Net increase / (decrease)
$13,772,759

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment ResearchADVISOR$117,800not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$87,892$02023
Strategic Advisors, Inc.ADVISOR$9,282not reported in the loaded dataset2023

Related Form 5500 pages