2023 Form 5500 filing — Sunbelt Rentals, Inc. 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 20241010160147NAL0011702979001) for Sunbelt Rentals, Inc. Retirement Savings Plan, reported by Sunbelt Rentals, Inc. under EIN 58-0415192 and plan number 001. It reports 19,409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010160147NAL0011702979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunbelt Rentals, Inc.
- EIN
- 58-0415192
- Plan number
- 001
- Location
- Fort Mill, SC
- Participants
- 19,409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $997,491,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $997,491,123
- Employer contributions
- $34,894,201
- Participant contributions
- $101,161,316
- Total income / additions
- $290,604,613
- Benefits paid
- $70,433,716
- Administrative expenses
- $1,363,006
- Total expenses
- $71,800,186
- Net increase / (decrease)
- $218,804,427
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,349,572 | $46,306 |
| Kestra Investment Services LLC | OTHER SERVICES | $0 | $148,171 |
| Smith, Gambrell & Russell, Llp | LEGAL | $6,304 | $8,015 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |