Guerbet Retirement Savings Plan — Form 5500 plan (Guerbet America 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, Guerbet Retirement Savings Plan is a benefit plan reported by Guerbet America LLC under EIN 83-0724239 and plan number 001. The latest loaded filing year is 2023. The filing reports 588 participants and $62,700,980 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Guerbet America LLC
- EIN
- 83-0724239
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 588
- End-of-year plan assets
- $62,700,980
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 588 | H, C | 20240927095519NAL0000963315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,700,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,700,980
- Net assets (BOY)
- $52,702,934
Income & contributions
- Employer contributions
- $3,098,005
- Participant contributions
- $4,051,746
- Total contributions
- $8,016,447
- Total income / additions
- $17,345,023
Expenses & distributions
- Benefits paid
- $7,326,426
- Administrative expenses
- $20,551
- Total expenses
- $7,346,977
- Net increase / (decrease)
- $9,998,046
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $16,931 | $52,865 | 2023 |
| Rt Jones Capital Equities Mgmt Inc | NONE | $14,045 | not reported in the loaded dataset | 2023 |