Riverview Investment Holdings 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, Riverview Investment Holdings LLC (EIN 82-3221106) is a plan sponsor located in Stamford, CT 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
82-3221106
Location
Stamford, CT
Loaded plans
3
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 Riverview Investment Holdings LLC

  • 3 loaded plans hold $29.4M in reported assets.
  • The largest, Riverview Investment Holdings LLC Plan, holds 100% of this company's reported plan assets.
  • Plans cover 231 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$29.4MSummed across loaded plans$29,427,886
Total reported assets$29.4M$29,427,886
Total reported participants231
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$29.4M total assets
Net assets$29.4MLiabilities$0
Contributions & income
Employer contributions$860.1K
Participant contributions$957.7K
Total income / additions$6.7M
Expenses & distributions
Benefits paid / distributions$3.6M
Total expenses$3.6M
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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%Riverview Investment Holdings LLC Plan
Participants per plan77Average across loaded plans
Loaded plans3
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 · 105 participants · 2023
  2. 2
    Riverview Welfare Benefit Plannot reported in the loaded dataset
    Plan #507 · 63 participants · 2023
  3. 3
    Riverview Investment Holdings LLC Severance Plannot reported in the loaded dataset
    Plan #508 · 63 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Riverview Investment Holdings LLC. Open one for its full reported snapshot.

  1. 2023
    Riverview Welfare Benefit Plan63 participants · 2No schedules
    View filing →
  2. 2023
    Riverview Investment Holdings LLC Severance Plan63 participants · 2No schedules
    View filing →
  3. 2023
    Riverview Investment Holdings LLC Plan105 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Riverview Investment Holdings LLC report on Form 5500?
Riverview Investment Holdings LLC (EIN 82-3221106) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Riverview Investment Holdings LLC?
The Employer Identification Number (EIN) reported for Riverview Investment Holdings LLC is 82-3221106.
What is the latest Form 5500 filing year for Riverview Investment Holdings LLC?
The latest loaded Form 5500 filing year for Riverview Investment Holdings LLC is 2023.

Related Form 5500 pages