Rli Services LLC 401(K) Plan — Form 5500 plan (Rli Services, LLC)
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, Rli Services LLC 401(K) Plan is a benefit plan reported by Rli Services, LLC under EIN 82-0776939 and plan number 001. The latest loaded filing year is 2023. The filing reports 591 participants and $37,042,810 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$37MPlan net assets, end of year$37,042,810
Participants591Covered participants reported
Assets / participant$62.7KComputed: assets ÷ participants$62,678 (computed)
Provider compensation$87K2 Schedule C provider row(s)$86,952
- Plan sponsor
- Rli Services, LLC
- EIN
- 82-0776939
- Plan number
- 001
- Plan type
- 3
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 591 | H, C | 20241204141316NAL0002401891001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$37M total assets
Net assets$37MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $37,042,810
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,042,810
- Net assets (BOY)
- $13,152,809
Income & contributions
- Employer contributions
- $1,352,659
- Participant contributions
- $2,824,830
- Total contributions
- $4,990,209
- Total income / additions
- $8,751,928
Expenses & distributions
- Benefits paid
- $4,663,194
- Administrative expenses
- $85,082
- Total expenses
- $4,752,351
- Net increase / (decrease)
- $3,999,577
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income53%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Employee Fiduciary, LLC | RECORDKEEPER | $53,883 | $1,870 | 2023 |
| Pwmg, LLC | ADVISOR | $31,199 | not reported in the loaded dataset | 2023 |