2023 Form 5500 filing — Reliance Worldwide Corporation Retirement 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 20240819064543NAL0001332113001) for Reliance Worldwide Corporation Retirement Plan, reported by Reliance Worldwide Corporation under EIN 01-0581131 and plan number 001. It reports 1,024 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819064543NAL0001332113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reliance Worldwide Corporation
- EIN
- 01-0581131
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 1,024
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,697,229
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,697,229
- Employer contributions
- $2,209,733
- Participant contributions
- $3,894,366
- Total income / additions
- $13,493,344
- Benefits paid
- $5,623,573
- Administrative expenses
- $159,348
- Total expenses
- $5,808,022
- Net increase / (decrease)
- $7,685,322
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $93,201 | $0 |
| Northwestern Mutual Wealth Mgmt Co | INVESTMENT ADVISOR | $66,147 | not reported in the loaded dataset |