Form 5500 · Retirement plan · ELROY, WI
ROYAL BANCSHARES, INC.
The filing calls this plan ROYAL BANK EMPLOYEE STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN.
ROYAL BANCSHARES, INC. of ELROY, WI files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by TALCOTT RESOLUTION LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1654381 · plan 001 · plan year 2023, filed Sep 26, 2024
Plan brief
Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TALCOTT RESOLUTION LIFE INSURANCE COMPANY.
$21,347 in agent commissions is disclosed across the contracts; RBC CAPITAL MARKETS LLC is the agent of record.
A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.
The contract year ended in September.
Schedule A insurance contracts
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| TALCOTT RESOLUTION LIFE INSURANCE COMPANY | Annuity / GIC | 0 | September | — | $21,347 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.
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