Inv Management Services, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Inv Management Services, LLC (EIN 85-1507460) is a plan sponsor located in Wichita, KS with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
85-1507460
Location
Wichita, KS
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$394,870,358
Total reported liabilities (EOY)
$44,268
Total reported net assets (EOY)
$394,826,090

Contributions & income

Total income / additions
$19,204,694

Expenses & distributions

Benefits paid / distributions
$29,981,756
Total expenses
$30,503,400
Net increase / (decrease)
-$11,298,706

Coverage

Total reported participants
4,665
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Inv Management Services, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Invista Pension Plan For Certain Grandfathered Employees0012,795$394,870,3582023
2015 Invista Severance Pay Plan5111,870not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Inv Management Services, LLC
YearPlanParticipantsSchedulesFiling
20232015 Invista Severance Pay Plan1,87020240930093532NAL0005530737001
2023Invista Pension Plan For Certain Grandfathered Employees2,795H, C20241002133025NAL0017298930001

Related Form 5500 pages