2023 Form 5500 filing — Rolls Royce Engine Services Retirement Savings Plan For Union Hourly Employees

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 20241015190315NAL0051003952001) for Rolls Royce Engine Services Retirement Savings Plan For Union Hourly Employees, reported by Rolls Royce N.A. Inc. under EIN 95-2742753 and plan number 015. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.9MReported net assets$9,866,616
Participants140
Provider compensation$13.1K2 Schedule C row(s)$13,116
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015190315NAL0051003952001
Plan sponsor
Rolls Royce N.A. Inc.
EIN
95-2742753
Plan number
015
Location
Reston, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.9M total assets
Net assets$9.9MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$676.3K
Participant$593.9K
Full reported line items
Total assets (EOY)
$9,866,616
Total liabilities (EOY)
$0
Net assets (EOY)
$9,866,616
Employer contributions
$676,312
Participant contributions
$593,896
Total income / additions
$3,055,151
Benefits paid
$1,039,135
Administrative expenses
$13,340
Total expenses
$1,062,450
Net increase / (decrease)
$1,992,701
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $7.6K
  2. 2
    ADVISOR · Direct $5.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015190315NAL0051003952001 cover?
It is the 2023 Form 5500 filing for Rolls Royce Engine Services Retirement Savings Plan For Union Hourly Employees, reported by Rolls Royce N.A. Inc. (EIN 95-2742753).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages