2023 Form 5500 filing — International Transmission Company Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717162442NAL0002574851001) for International Transmission Company Retirement Plan, reported by International Transmission Company under EIN 81-0596181 and plan number 002. It reports 884 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240717162442NAL0002574851001
Filing year
2023
Form type
2
Plan sponsor
International Transmission Company
EIN
81-0596181
Plan number
002
Location
Novi, MI
Participants
884
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$137,562,513
Total liabilities (EOY)
$0
Net assets (EOY)
$137,562,513
Employer contributions
$3,727,666
Total income / additions
$20,812,521
Benefits paid
$3,974,487
Administrative expenses
$163,595
Total expenses
$4,138,082
Net increase / (decrease)
$16,674,439
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement SolutionsRECORDKEEPER$72,595$0
Institutional Investment ConsultingCONSULTANT$50,000not reported in the loaded dataset
Willis Towers Watson Us LLCACTUARY$41,000not reported in the loaded dataset

Related Form 5500 pages