Resolution Life Services (Us) 401(K) Plan — Form 5500 plan (Resolution Life Services Us 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, Resolution Life Services (Us) 401(K) Plan is a benefit plan reported by Resolution Life Services Us Inc. under EIN 82-3607953 and plan number 001. The latest loaded filing year is 2023. The filing reports 532 participants and $56,903,775 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Resolution Life Services Us Inc.
- EIN
- 82-3607953
- Plan number
- 001
- Plan type
- 2
- Location
- West Chester, PA
- Latest filing year
- 2023
- Participants
- 532
- End-of-year plan assets
- $56,903,775
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 532 | H, C | 20240919155205NAL0006164321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,903,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,903,775
- Net assets (BOY)
- $33,051,495
Income & contributions
- Employer contributions
- $4,018,792
- Participant contributions
- $6,142,301
- Total contributions
- $20,199,912
- Total income / additions
- $27,591,634
Expenses & distributions
- Benefits paid
- $3,729,262
- Administrative expenses
- $7,709
- Total expenses
- $3,739,354
- Net increase / (decrease)
- $23,852,280
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $5,542 | $21,990 | 2023 |
| Morningstar | SERVICE PROVIDER | $2,167 | $21,990 | 2023 |