2023 Form 5500 filing — Republic Airways Holdings Inc. 401(K) 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 20241014120935NAL0044430640001) for Republic Airways Holdings Inc. 401(K) Plan, reported by Republic Airways Holdings Inc. under EIN 06-1449146 and plan number 001. It reports 8,032 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014120935NAL0044430640001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Republic Airways Holdings Inc.
- EIN
- 06-1449146
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 8,032
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $479,227,898
- Net assets (EOY)
- $479,227,898
- Employer contributions
- $27,690,137
- Participant contributions
- $34,696,082
- Total income / additions
- $137,697,820
- Benefits paid
- $37,319,128
- Administrative expenses
- $377,275
- Total expenses
- $37,931,808
- Net increase / (decrease)
- $99,766,012
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $325,716 | not reported in the loaded dataset |
| Mesirow Financial Investment | NONE | $14,284 | not reported in the loaded dataset |
| Morningstar Inc | NONE | $11,546 | not reported in the loaded dataset |
| Summit Global Investments LLC | NONE | $9,631 | not reported in the loaded dataset |
| Mountain Capital Investment Ad | NONE | $7,221 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $4,588 | $1 |