Rubicon LLC Savings Plan For Salaried Employees — Form 5500 plan (Rubicon LLC)
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, Rubicon LLC Savings Plan For Salaried Employees is a benefit plan reported by Rubicon LLC under EIN 72-0927730 and plan number 002. The latest loaded filing year is 2023. The filing reports 548 participants and $155,106,443 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rubicon LLC
- EIN
- 72-0927730
- Plan number
- 002
- Plan type
- 2
- Location
- Geismar, LA
- Latest filing year
- 2023
- Participants
- 548
- End-of-year plan assets
- $155,106,443
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 548 | H, C | 20241009102350NAL0009103843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $155,106,443
- Net assets (EOY)
- $155,106,443
- Net assets (BOY)
- $139,479,217
Income & contributions
- Employer contributions
- $3,781,259
- Participant contributions
- $5,728,494
- Total contributions
- $9,792,519
- Total income / additions
- $33,288,634
Expenses & distributions
- Benefits paid
- $17,559,444
- Administrative expenses
- $101,964
- Total expenses
- $17,661,408
- Net increase / (decrease)
- $15,627,226
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investment Management | NONE | $61,202 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services Inc | NONE | $40,762 | not reported in the loaded dataset | 2023 |