Back to filter
Original filing (PDF)20251008151421NAL0010048416001
REYNOLDS AMERICAN INC.
Form 5500
FILING_RECEIVED
REYNOLDS AMERICAN MEDSAVE PLAN
Health & welfare plan
Signals · 2
97% in single holdingNo recordkeeper disclosed
Active participants
741
Accounts w/ balance
—
Plan assets (EOY)
$18.8M
Net assets (EOY)
$18.7M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Pacific Investment Management Co. LLC PIMCO Low Duration Fund - mutual fund" is 97% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REYNOLDS AMERICAN INC..
Plan sponsor
Name
REYNOLDS AMERICAN INC.
EIN
20-0546644
Address
P. O. BOX 2990 · WINSTON-SALEM, NC · 271022990
Phone
(336) 741-2000
Industry
Manufacturingsee all
Plan administrator
Name
RAI EMPLOYEE BENEFITS COMMITTEE REYNOLDS AMERICAN INC.
EIN
32-0159359
City
WINSTON-SALEM, NC
Phone
(336) 741-0966
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $13.9M(74% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Pacific Investment Management Co. LLC PIMCO Low Duration Fund - mutual fund | — | — | $14.8M | $13.6M | 72.4% | |
| JPMorgan Chase Bank, N.A. U.S. Treasury Capital Shares - money market fund | — | — | $357K | $357K | 1.9% |
Related plans
Similar-size Manufacturing plans
SWISHER INTERNATIONAL INC
SWISHER INTERNATIONAL, INC. CAPITAL ACCUMULATION PLAN FOR WAGE EMPLOYEES
$18.7M · 208 participants
REYNOLDS AMERICAN INC.
PUERTO RICO RETIREMENT PLAN
$18.8M · 4 participants
DOSAL TOBACCO CORPORATION
DOSAL TOBACCO CORPORATION 401K PLAN
$18.4M · 136 participants
XCALIBER INTERNATIONAL, LTD., L.L.C.
XCALIBER INTERNATIONAL RETIREMENT SAVINGS PLAN
$18.2M · 279 participants
ALTRIA CLIENT SERVICES LLC
LONG-TERM DISABILITY PLAN FOR HOURLY EMPLOYEES
$20.3M · 1,293 participants
J.C. NEWMAN CIGAR COMPANY
J.C. NEWMAN CIGAR EMPLOYEES SAVINGS PLAN
$23.3M · 173 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants