Puerto Rico Retirement Plan — Form 5500 plan (Reynolds American Inc.)
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, Puerto Rico Retirement Plan is a benefit plan reported by Reynolds American Inc. under EIN 20-0546644 and plan number 019. The latest loaded filing year is 2023. The filing reports 176 participants and $20,744,897 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reynolds American Inc.
- EIN
- 20-0546644
- Plan number
- 019
- Plan type
- 2
- Location
- Winston-Salem, NC
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $20,744,897
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20241003093536NAL0005624483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,744,897
- Total liabilities (EOY)
- $40,190
- Net assets (EOY)
- $20,704,707
- Net assets (BOY)
- $18,243,908
Income & contributions
- Employer contributions
- $3,000,000
- Total contributions
- $3,000,000
- Total income / additions
- $4,677,429
Expenses & distributions
- Benefits paid
- $2,033,929
- Administrative expenses
- $182,701
- Total expenses
- $2,216,630
- Net increase / (decrease)
- $2,460,799
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | NONE | $89,771 | not reported in the loaded dataset | 2023 |
| Banco Popular De Puerto Rico | NONE | $56,683 | not reported in the loaded dataset | 2023 |
| Mayer Hoffman Mccann P. C. | NONE | $24,800 | not reported in the loaded dataset | 2023 |
| Alight | NONE | $10,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Reynolds American Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Winston-Salem, NC
- Willis Towers Watson — Schedule C compensation
- Banco Popular De Puerto Rico — Schedule C compensation
- Mayer Hoffman Mccann P. C. — Schedule C compensation
- Alight — Schedule C compensation