Rli Services LLC 401(K) Plan — Form 5500 plan (Rli Services, 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, Rli Services LLC 401(K) Plan is a benefit plan reported by Rli Services, LLC under EIN 82-0776939 and plan number 001. The latest loaded filing year is 2023. The filing reports 591 participants and $37,042,810 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rli Services, LLC
EIN
82-0776939
Plan number
001
Plan type
3
Location
Chicago, IL
Latest filing year
2023
Participants
591
End-of-year plan assets
$37,042,810

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023591H, C20241204141316NAL0002401891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,042,810
Total liabilities (EOY)
$0
Net assets (EOY)
$37,042,810
Net assets (BOY)
$13,152,809

Income & contributions

Employer contributions
$1,352,659
Participant contributions
$2,824,830
Total contributions
$4,990,209
Total income / additions
$8,751,928

Expenses & distributions

Benefits paid
$4,663,194
Administrative expenses
$85,082
Total expenses
$4,752,351
Net increase / (decrease)
$3,999,577

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Employee Fiduciary, LLCRECORDKEEPER$53,883$1,8702023
Pwmg, LLCADVISOR$31,199not reported in the loaded dataset2023

Related Form 5500 pages