Rx Benefits, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Rx Benefits, Inc. (EIN 63-1157085) is a plan sponsor located in Birmingham, AL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
63-1157085
Location
Birmingham, AL
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$49.7MSummed across loaded plans$49,698,035
Total reported assets$49.7M$49,698,035
Total reported participants1.7K1,719
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$49.7M total assets
Net assets$49.7MLiabilities$0
Contributions & income
Employer contributions$2.7M
Participant contributions$6.8M
Total income / additions$20.1M
Expenses & distributions
Benefits paid / distributions$6.1M
Total expenses$6.3M
Net increase / (decrease)$13.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Rxbenefits, Inc. Retirement Savings Plan
Participants per plan860Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 904 participants · 2023
  2. 2
    Rxbenefits, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Plan #503 · 815 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Rx Benefits, Inc.
YearPlanParticipantsSchedulesFiling
2023Rxbenefits, Inc. Welfare Benefits Plan81520240724171334NAL0007678595001
2023Rxbenefits, Inc. Retirement Savings Plan904H, C20240813131740NAL0006096035001

Related Form 5500 pages