Encore Group (Usa) LLC Retirement Savings Plan — Form 5500 plan (Encore Group (Usa), LLC)
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, Encore Group (Usa) LLC Retirement Savings Plan is a benefit plan reported by Encore Group (Usa), LLC under EIN 13-4025666 and plan number 003. The latest loaded filing year is 2023. The filing reports 19,615 participants and $385,286,937 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Encore Group (Usa), LLC
- EIN
- 13-4025666
- Plan number
- 003
- Plan type
- 2
- Location
- Schiller Park, IL
- Latest filing year
- 2023
- Participants
- 19,615
- End-of-year plan assets
- $385,286,937
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,615 | H, C | 20241010151244NAL0010174515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $385,286,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $385,286,937
- Net assets (BOY)
- $310,851,490
Income & contributions
- Employer contributions
- $10,692,231
- Participant contributions
- $30,505,143
- Total contributions
- $44,366,963
- Total income / additions
- $102,156,103
Expenses & distributions
- Benefits paid
- $26,840,152
- Administrative expenses
- $724,092
- Total expenses
- $27,720,656
- Net increase / (decrease)
- $74,435,447
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER7 | $598,517 | $0 | 2023 |
| Gallagher Benefit Services Inc Dba | ADVISOR | $80,000 | not reported in the loaded dataset | 2023 |
| P&M Holding Group Llp Dba Plante | AUDITOR | $42,314 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Encore Group (Usa), LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Schiller Park, IL
- Empower Annuity Insurance Company — Schedule C compensation
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- P&M Holding Group Llp Dba Plante — Schedule C compensation