U.S. Digestive Health Retirement Plan — Form 5500 plan (Rgi Management Company 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, U.S. Digestive Health Retirement Plan is a benefit plan reported by Rgi Management Company LLC under EIN 83-4061415 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,046 participants and $99,408,840 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rgi Management Company LLC
EIN
83-4061415
Plan number
002
Plan type
3
Location
Lancaster, PA
Latest filing year
2023
Participants
1,046
End-of-year plan assets
$99,408,840

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,046H, C20241015171919NAL0015161091001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$99,408,840
Total liabilities (EOY)
$0
Net assets (EOY)
$99,408,840
Net assets (BOY)
$76,475,835

Income & contributions

Employer contributions
$6,552,200
Participant contributions
$6,905,029
Total contributions
$21,051,666
Total income / additions
$35,753,495

Expenses & distributions

Benefits paid
$12,723,534
Administrative expenses
$95,260
Total expenses
$12,820,490
Net increase / (decrease)
$22,933,005

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$51,217$02023
Wells Fargo Clearing Services LLCADVISOR$44,348not reported in the loaded dataset2023

Related Form 5500 pages