2023 Form 5500 filing — Rfe/Rl, Inc. Welfare Benefit Plan For Retirees
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 20260521134613NAL0003295360001) for Rfe/Rl, Inc. Welfare Benefit Plan For Retirees, reported by Rfe/Rl, Inc. under EIN 52-2047324 and plan number 503. It reports 198 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)$46.1MReported net assets$46,127,574
Participants198
Provider compensation$89.9K3 Schedule C row(s)$89,934
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20260521134613NAL0003295360001
- Plan sponsor
- Rfe/Rl, Inc.
- EIN
- 52-2047324
- Plan number
- 503
- Location
- Washington, DC
- 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)$46.1M total assets
Net assets$46.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $46,127,574
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,127,574
- Participant contributions
- $525,443
- Total income / additions
- $7,176,842
- Benefits paid
- $1,789,319
- Administrative expenses
- $96,799
- Total expenses
- $1,886,118
- Net increase / (decrease)
- $5,290,724
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $36,900 | not reported in the loaded dataset |
| Truist Financial Corporation | NONE | $36,622 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $16,412 | not reported in the loaded dataset |