2023 Form 5500 filing — The Rmr Group LLC 401(K) 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 20241015072254NAL0015937731001) for The Rmr Group LLC 401(K) Retirement Plan, reported by The Rmr Group LLC under EIN 04-3583787 and plan number 001. It reports 833 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015072254NAL0015937731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Rmr Group LLC
- EIN
- 04-3583787
- Plan number
- 001
- Location
- Newton, MA
- Participants
- 833
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $118,894,431
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $118,894,431
- Employer contributions
- $2,989,731
- Participant contributions
- $6,912,555
- Total income / additions
- $30,621,063
- Benefits paid
- $15,019,472
- Administrative expenses
- $234,260
- Total expenses
- $15,253,732
- Net increase / (decrease)
- $15,367,331
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINSTRATOR | $147,583 | $0 |
| Regions Bank | INVESTMENT ADVISORY | $86,677 | $17 |
| The Rmr Group LLC | CONTRACT ADMINSTRATOR | $0 | $20,000 |