Plan Snapshot
- Plan Sponsor: Reynolds American INC.
- Sponsor EIN: 200546644
- Sponsor Address: P. O. BOX 2990, WINSTON-SALEM, NC, 271022990
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 741
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 741 | $18.8M | $488,225 | $637,298 |
| 2023 | 772 | $18.9M | $578,520 | $692,454 |
| 2022 | 932 | $18.8M | $47,585 | $821,556 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,712 | — | — | — | — |
| 2023 | $1,456 | — | — | — | — |
| 2022 | $2,963 | — | — | — | — |