Sunbelt Rentals, Inc. Retirement Savings Plan — Form 5500 plan (Sunbelt Rentals, 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, Sunbelt Rentals, Inc. Retirement Savings Plan is a benefit plan reported by Sunbelt Rentals, Inc. under EIN 58-0415192 and plan number 001. The latest loaded filing year is 2023. The filing reports 19,409 participants and $997,491,123 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunbelt Rentals, Inc.
- EIN
- 58-0415192
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Mill, SC
- Latest filing year
- 2023
- Participants
- 19,409
- End-of-year plan assets
- $997,491,123
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,409 | H, C | 20241010160147NAL0011702979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $997,491,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $997,491,123
- Net assets (BOY)
- $778,686,696
Income & contributions
- Employer contributions
- $34,894,201
- Participant contributions
- $101,161,316
- Total contributions
- $149,665,213
- Total income / additions
- $290,604,613
Expenses & distributions
- Benefits paid
- $70,433,716
- Administrative expenses
- $1,363,006
- Total expenses
- $71,800,186
- Net increase / (decrease)
- $218,804,427
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,349,572 | $46,306 | 2023 |
| Kestra Investment Services LLC | OTHER SERVICES | $0 | $148,171 | 2023 |
| Smith, Gambrell & Russell, Llp | LEGAL | $6,304 | $8,015 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunbelt Rentals, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Fort Mill, SC
- Principal Life Insurance Company — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Smith, Gambrell & Russell, Llp — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation