2023 Form 5500 filing — Encore Group (Usa) LLC Retirement 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 20241010151244NAL0010174515001) for Encore Group (Usa) LLC Retirement Savings Plan, reported by Encore Group (Usa), LLC under EIN 13-4025666 and plan number 003. It reports 19,615 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010151244NAL0010174515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Encore Group (Usa), LLC
- EIN
- 13-4025666
- Plan number
- 003
- Location
- Schiller Park, IL
- Participants
- 19,615
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $385,286,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $385,286,937
- Employer contributions
- $10,692,231
- Participant contributions
- $30,505,143
- Total income / additions
- $102,156,103
- Benefits paid
- $26,840,152
- Administrative expenses
- $724,092
- Total expenses
- $27,720,656
- Net increase / (decrease)
- $74,435,447
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER7 | $598,517 | $0 |
| Gallagher Benefit Services Inc Dba | ADVISOR | $80,000 | not reported in the loaded dataset |
| P&M Holding Group Llp Dba Plante | AUDITOR | $42,314 | not reported in the loaded dataset |