2023 Form 5500 filing — U.S. Digestive Health 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 20241015171919NAL0015161091001) for U.S. Digestive Health Retirement Plan, reported by Rgi Management Company LLC under EIN 83-4061415 and plan number 002. It reports 1,046 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015171919NAL0015161091001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Rgi Management Company LLC
- EIN
- 83-4061415
- Plan number
- 002
- Location
- Lancaster, PA
- Participants
- 1,046
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,408,840
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,408,840
- Employer contributions
- $6,552,200
- Participant contributions
- $6,905,029
- Total income / additions
- $35,753,495
- Benefits paid
- $12,723,534
- Administrative expenses
- $95,260
- Total expenses
- $12,820,490
- Net increase / (decrease)
- $22,933,005
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $51,217 | $0 |
| Wells Fargo Clearing Services LLC | ADVISOR | $44,348 | not reported in the loaded dataset |