2023 Form 5500 filing — Rli Services LLC 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 20241204141316NAL0002401891001) for Rli Services LLC 401(K) Plan, reported by Rli Services, LLC under EIN 82-0776939 and plan number 001. It reports 591 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$37MReported net assets$37,042,810
Participants591
Provider compensation$87K2 Schedule C row(s)$86,952
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241204141316NAL0002401891001
- Plan sponsor
- Rli Services, LLC
- EIN
- 82-0776939
- Plan number
- 001
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
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)$37M total assets
Net assets$37MLiabilities$0
Full reported line items
- Total assets (EOY)
- $37,042,810
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,042,810
- Employer contributions
- $1,352,659
- Participant contributions
- $2,824,830
- Total income / additions
- $8,751,928
- Benefits paid
- $4,663,194
- Administrative expenses
- $85,082
- Total expenses
- $4,752,351
- Net increase / (decrease)
- $3,999,577
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Employee Fiduciary, LLC | RECORDKEEPER | $53,883 | $1,870 |
| Pwmg, LLC | ADVISOR | $31,199 | not reported in the loaded dataset |