2023 Form 5500 filing — Royal Neighbors Of America Merged 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 20241004162507NAL0012432625001) for Royal Neighbors Of America Merged Retirement Plan, reported by Royal Neighbors Of America under EIN 36-1711198 and plan number 001. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004162507NAL0012432625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Royal Neighbors Of America
- EIN
- 36-1711198
- Plan number
- 001
- Location
- Rock Island, IL
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,329,572
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,329,572
- Total income / additions
- $9,319,982
- Benefits paid
- $4,431,414
- Administrative expenses
- $257,267
- Total expenses
- $4,688,681
- Net increase / (decrease)
- $4,631,301
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conning Inc | ASSET MANAGER SERVICES | $113,510 | not reported in the loaded dataset |
| Milliman, Inc. | ADMINISTRATOR AND ACTUARY | $82,846 | not reported in the loaded dataset |
| The Northern Trust Co | ASSET MANAGER SERVICES | $27,407 | not reported in the loaded dataset |
| Kerber, Eck & Breckel | OUTSIDE AUDITORS | $8,550 | not reported in the loaded dataset |