Rbc- U.S.A. Retirement And Savings Plan — Form 5500 plan (Rbc Usa Holdco Corporation)

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, Rbc- U.S.A. Retirement And Savings Plan is a benefit plan reported by Rbc Usa Holdco Corporation under EIN 20-0563684 and plan number 003. The latest loaded filing year is 2023. The filing reports 13,795 participants and $3,717,302,432 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rbc Usa Holdco Corporation
EIN
20-0563684
Plan number
003
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
13,795
End-of-year plan assets
$3,717,302,432

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,795H, C20240606181731NAL0010777219001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,717,302,432
Total liabilities (EOY)
$0
Net assets (EOY)
$3,717,302,432
Net assets (BOY)
$3,167,603,942

Income & contributions

Employer contributions
$65,047,982
Participant contributions
$165,299,770
Total contributions
$262,134,914
Total income / additions
$853,420,816

Expenses & distributions

Benefits paid
$303,253,950
Administrative expenses
$402,140
Total expenses
$303,722,326
Net increase / (decrease)
$549,698,490

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$423,060not reported in the loaded dataset2023

Related Form 5500 pages