2023 Form 5500 filing — Rubicon LLC Savings Plan For Salaried Employees
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 20241009102350NAL0009103843001) for Rubicon LLC Savings Plan For Salaried Employees, reported by Rubicon LLC under EIN 72-0927730 and plan number 002. It reports 548 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)$155.1MReported net assets$155,106,443
Participants548
Provider compensation$102K2 Schedule C row(s)$101,964
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009102350NAL0009103843001
- Plan sponsor
- Rubicon LLC
- EIN
- 72-0927730
- Plan number
- 002
- Location
- Geismar, LA
- 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)$155.1M total assets
Net assets$155.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $155,106,443
- Net assets (EOY)
- $155,106,443
- Employer contributions
- $3,781,259
- Participant contributions
- $5,728,494
- Total income / additions
- $33,288,634
- Benefits paid
- $17,559,444
- Administrative expenses
- $101,964
- Total expenses
- $17,661,408
- Net increase / (decrease)
- $15,627,226
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investment Management | NONE | $61,202 | not reported in the loaded dataset |
| Schwab Retirement Plan Services Inc | NONE | $40,762 | not reported in the loaded dataset |