2023 Form 5500 filing — Relation Insurance, Inc. Retirement Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730152228NAL0013561747001) for Relation Insurance, Inc. Retirement Savings Plan, reported by Relation Insurance, Inc. under EIN 26-0291031 and plan number 001. It reports 1,469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$99.6MReported net assets$99,634,857

Participants1.5K1,469

Provider compensation$216.3K3 Schedule C row(s)$216,263

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240730152228NAL0013561747001
Plan sponsor: Relation Insurance, Inc.
EIN: 26-0291031
Plan number: 001
Location: Overland Park, KS
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$99.6M total assets

Net assets$99.6MLiabilities$0

Money in vs. money out

Total income / additions$27.4M

Total expenses$8.1M

Benefits paid / distributions$8M

Contributions

Employer$2.8M

Participant$9.3M

Full reported line items

Total assets (EOY): $99,634,857
Total liabilities (EOY): $0
Net assets (EOY): $99,634,857
Employer contributions: $2,808,729
Participant contributions: $9,336,884
Total income / additions: $27,445,058
Benefits paid: $7,953,686
Administrative expenses: $193,755
Total expenses: $8,147,441
Net increase / (decrease): $19,297,617

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$172.6K
CONTRACT ADMINISTRATOR · Direct $172.6K · Indirect $0
2
Commonwealth Financial Network$43.6K
INVESTMENT ADVISORY · Direct $0 · Indirect $43.6K
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730152228NAL0013561747001 cover?: It is the 2023 Form 5500 filing for Relation Insurance, Inc. Retirement Savings Plan, reported by Relation Insurance, Inc. (EIN 26-0291031).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).