Plan5500

Rhumbline Advisers Corp. — 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, Rhumbline Advisers Corp. (EIN 73-6360040) is a plan sponsor located in Kansas City, MO 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
73-6360040
Location
Kansas City, MO
Loaded plans
1
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 Rhumbline Advisers Corp.

  • 1 loaded plans hold $1B in reported assets.
  • The largest, Rhumbline Large Cap Growth Pooled Index Trust, holds 100% of this company's reported plan assets.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1BSummed across loaded plans$1,005,652,855
Total reported assets$1B$1,005,683,497
Total reported participantsNot reported
Total reported liabilities$30.6K$30,642

Reported net position

Reported assets = net assets + liabilities (summed)$1B total assets
Net assets$1BLiabilities$30.6K
Contributions & income
Total income / additions$317.3M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$123.3K
Net increase / (decrease)$317.2M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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%Rhumbline Large Cap Growth Pooled Index Trust
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Rhumbline Large Cap Growth Pooled Index Trust$1B
    Plan #001 · not reported in the loaded dataset participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Rhumbline Advisers Corp.. Open one for its full reported snapshot.

  1. 2023
    Rhumbline Large Cap Growth Pooled Index TrustParticipants not reported · 4Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Rhumbline Advisers Corp. report on Form 5500?
Rhumbline Advisers Corp. (EIN 73-6360040) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Rhumbline Advisers Corp.?
The Employer Identification Number (EIN) reported for Rhumbline Advisers Corp. is 73-6360040.
What is the latest Form 5500 filing year for Rhumbline Advisers Corp.?
The latest loaded Form 5500 filing year for Rhumbline Advisers Corp. is 2023.

Related Form 5500 pages