Royal Neighbors Of America 401(K) Retirement Plan — Form 5500 plan (Royal Neighbors Of America)
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, Royal Neighbors Of America 401(K) Retirement Plan is a benefit plan reported by Royal Neighbors Of America under EIN 36-1711198 and plan number 005. The latest loaded filing year is 2023. The filing reports 206 participants and $29,674,166 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Royal Neighbors Of America
- EIN
- 36-1711198
- Plan number
- 005
- Plan type
- 2
- Location
- Rock Island, IL
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $29,674,166
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20241004115728NAL0020368528001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,674,166
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,674,166
- Net assets (BOY)
- $24,712,028
Income & contributions
- Employer contributions
- $907,663
- Participant contributions
- $1,012,178
- Total contributions
- $3,146,766
- Total income / additions
- $7,397,050
Expenses & distributions
- Benefits paid
- $2,380,913
- Administrative expenses
- $53,999
- Total expenses
- $2,434,912
- Net increase / (decrease)
- $4,962,138
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $54,002 | $0 | 2023 |
| Capfinancial Partners, LLC | CONSULTANT | $0 | $16,320 | 2023 |
| Principal Securities Inc. | INV ADV PARTICIPANTS | $0 | $7,500 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Royal Neighbors Of America
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rock Island, IL
- Principal Life Insurance Company — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Principal Securities Inc. — Schedule C compensation