Culligan Safe Harbor 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 Safe Harbor Retirement Savings Plan is a benefit plan reported by Culligan International Company under EIN 13-3346689 and plan number 002. The latest loaded filing year is 2023. The filing reports 689 participants and $16,543,839 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
- 002
- Plan type
- 2
- Location
- Rosemont, IL
- Latest filing year
- 2023
- Participants
- 689
- End-of-year plan assets
- $16,543,839
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 689 | H, C | 20241015122949NAL0029631089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,543,839
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,543,839
- Net assets (BOY)
- $13,906,218
Income & contributions
- Employer contributions
- $794,623
- Participant contributions
- $1,943,814
- Total contributions
- $3,230,200
- Total income / additions
- $5,396,684
Expenses & distributions
- Benefits paid
- $2,715,657
- Administrative expenses
- $45,492
- Total expenses
- $2,759,063
- Net increase / (decrease)
- $2,637,621
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,785 | $0 | 2023 |
| Mercer (Us) Inc | INVESTMENT ADVISOR | $15,707 | not reported in the loaded dataset | 2023 |