2023 Form 5500 filing — Renaissance Learning, Inc. 401(K) 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 20240827081232NAL0010346481001) for Renaissance Learning, Inc. 401(K) Savings Plan, reported by Renaissance Learning, Inc. under EIN 39-1559474 and plan number 001. It reports 2,366 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)$189.4MReported net assets$189,377,787
Participants2.4K2,366
Provider compensation$491K1 Schedule C row(s)$490,984
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240827081232NAL0010346481001
Plan sponsor
Renaissance Learning, Inc.
EIN
39-1559474
Plan number
001
Location
Wisconsin Rapids, WI
Received date
not reported in the loaded dataset
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)$189.4M total assets
Net assets$189.4MLiabilities$0
Money in vs. money out
Total income / additions$55.6M
Total expenses$13.9M
Benefits paid / distributions$13.4M
Contributions
Employer$7.6M
Participant$16.3M
Full reported line items
Total assets (EOY)
$189,377,787
Total liabilities (EOY)
$0
Net assets (EOY)
$189,377,787
Employer contributions
$7,626,080
Participant contributions
$16,293,303
Total income / additions
$55,645,114
Benefits paid
$13,404,795
Administrative expenses
$490,984
Total expenses
$13,895,779
Net increase / (decrease)
$41,749,335

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Woodtrust BankNONE$490,984not reported in the loaded dataset

Related Form 5500 pages