The Reily Companies, LLC — 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, The Reily Companies, LLC (EIN 72-1226188) is a plan sponsor located in New Orleans, LA with 3 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
72-1226188
Location
New Orleans, LA
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Reily Companies, LLC

  • 4 loaded plans hold $78.7M in reported assets.
  • The largest, The Reily Companies Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 3,024 reported participants.
  • 1 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$78.7MSummed across loaded plans$78,691,162
Total reported assets$78.7M$78,691,162
Total reported participants3K3,024
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$78.7M total assets
Net assets$78.7MLiabilities$0
Contributions & income
Employer contributions$2.1M
Participant contributions$2.8M
Total income / additions$16.7M
Expenses & distributions
Benefits paid / distributions$5.3M
Total expenses$5.4M
Net increase / (decrease)$11.3M

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

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%The Reily Companies Retirement Savings Plan
Participants per plan756Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #009 · 793 participants · 2023
  2. 2
    The Reily Companies Group Medical Plannot reported in the loaded dataset
    Plan #501 · 997 participants · 2023
  3. 3
    The Reily Companies Group Life Plannot reported in the loaded dataset
    Plan #502 · 617 participants · 2023
  4. 4
    Plan #503 · 617 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Reily Companies, LLC. Open one for its full reported snapshot.

  1. 2023
    The Reily Companies Retirement Savings Plan793 participants · 2Sch HSch C
    View filing →
  2. 2023
    The Reily Companies Group Life Plan617 participants · 2No schedules
    View filing →
  3. 2023
    The Reily Companies Long Term Disability Plan Of Non Union Members617 participants · 2No schedules
    View filing →
  4. 2023
    The Reily Companies Group Medical Plan997 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Reily Companies, LLC report on Form 5500?
The Reily Companies, LLC (EIN 72-1226188) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Reily Companies, LLC?
The Employer Identification Number (EIN) reported for The Reily Companies, LLC is 72-1226188.
What is the latest Form 5500 filing year for The Reily Companies, LLC?
The latest loaded Form 5500 filing year for The Reily Companies, LLC is 2023.

Related Form 5500 pages