Culligan Retirement Savings Plan — Form 5500 plan (Culligan International Company)

Plain-English plan 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, Culligan Retirement Savings Plan is a benefit plan reported by Culligan International Company under EIN 13-3346689 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,759 participants and $81,839,098 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Culligan International Company
EIN
13-3346689
Plan number
001
Plan type
2
Location
Rosemont, IL
Latest filing year
2023
Participants
1,759
End-of-year plan assets
$81,839,098

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,759H, C20241015120428NAL0057432706001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$81,839,098
Total liabilities (EOY)
$0
Net assets (EOY)
$81,839,098
Net assets (BOY)
$66,035,700

Income & contributions

Employer contributions
$2,604,776
Participant contributions
$7,166,158
Total contributions
$11,706,763
Total income / additions
$23,359,548

Expenses & distributions

Benefits paid
$7,150,147
Administrative expenses
$209,440
Total expenses
$7,556,150
Net increase / (decrease)
$15,803,398

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$127,871$02023
Mercer (Us) IncINVESTMENT ADVISOR$81,569not reported in the loaded dataset2023

Related Form 5500 pages