2023 Form 5500 filing — Russell Investments 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 20241009120627NAL0018262625001) for Russell Investments Retirement Plan, reported by Russell Investments Group, LLC under EIN 47-3735863 and plan number 002. It reports 1,585 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)$583.5MReported net assets$583,547,673
Participants1.6K1,585
Provider compensation$5.9K2 Schedule C row(s)$5,937
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009120627NAL0018262625001
Plan sponsor
Russell Investments Group, LLC
EIN
47-3735863
Plan number
002
Location
Seattle, WA
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)$583.5M total assets
Net assets$583.5MLiabilities$0
Money in vs. money out
Total income / additions$95.1M
Total expenses$48.1M
Benefits paid / distributions$48.1M
Contributions
Employer$4.7M
Participant$10.2M
Full reported line items
Total assets (EOY)
$583,547,673
Total liabilities (EOY)
$0
Net assets (EOY)
$583,547,673
Employer contributions
$4,705,466
Participant contributions
$10,214,145
Total income / additions
$95,106,360
Benefits paid
$48,115,478
Administrative expenses
$14,772
Total expenses
$48,130,250
Net increase / (decrease)
$46,976,110

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Milliman IncNONE$4,762not reported in the loaded dataset
Empower Annuity Insurance Company ONONE$1,175$0

Related Form 5500 pages