Rediscover Retirement Plan — Form 5500 plan (Rediscover)
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, Rediscover Retirement Plan is a benefit plan reported by Rediscover under EIN 23-7169417 and plan number 001. The latest loaded filing year is 2023. The filing reports 958 participants and $22,739,461 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rediscover
- EIN
- 23-7169417
- Plan number
- 001
- Plan type
- 2
- Location
- Lees Summit, MO
- Latest filing year
- 2023
- Participants
- 958
- End-of-year plan assets
- $22,739,461
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 958 | H, C | 20240805162829NAL0001284305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,739,461
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,739,461
- Net assets (BOY)
- $18,249,629
Income & contributions
- Employer contributions
- $1,010,965
- Participant contributions
- $2,638,446
- Total contributions
- $3,723,759
- Total income / additions
- $6,893,047
Expenses & distributions
- Benefits paid
- $2,307,931
- Administrative expenses
- $95,284
- Total expenses
- $2,403,215
- Net increase / (decrease)
- $4,489,832
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $60,952 | $0 | 2023 |
| Mariner Wealth Advisors | SERVICE PROVIDER | $0 | $34,332 | 2023 |