Roxul Usa Retirement And Savings Plan — Form 5500 plan (Roxul Usa 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, Roxul Usa Retirement And Savings Plan is a benefit plan reported by Roxul Usa Inc. under EIN 99-0378111 and plan number 002. The latest loaded filing year is 2023. The filing reports 854 participants and $66,277,597 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roxul Usa Inc.
- EIN
- 99-0378111
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 854
- End-of-year plan assets
- $66,277,597
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 854 | H, C | 20241004094540NAL0012066337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,277,597
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,277,597
- Net assets (BOY)
- $55,298,583
Income & contributions
- Employer contributions
- $2,976,059
- Participant contributions
- $4,348,394
- Total contributions
- $7,370,543
- Total income / additions
- $16,446,454
Expenses & distributions
- Benefits paid
- $5,293,400
- Administrative expenses
- $173,025
- Total expenses
- $5,467,440
- Net increase / (decrease)
- $10,979,014
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $53,630 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $35,904 | not reported in the loaded dataset | 2023 |
| Capital Strategies Investment Group | NONE | $30,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roxul Usa Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Capital Strategies Investment Group — Schedule C compensation