2023 Form 5500 filing — Ima Life North America, Inc. 401(K) 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 20240730112837NAL0013330371001) for Ima Life North America, Inc. 401(K) Retirement Plan, reported by Ima Life North America, Inc. under EIN 20-3265112 and plan number 001. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730112837NAL0013330371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ima Life North America, Inc.
- EIN
- 20-3265112
- Plan number
- 001
- Location
- Tonawanda, NY
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,491,336
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,491,336
- Employer contributions
- $1,318,359
- Participant contributions
- $1,584,515
- Total income / additions
- $10,545,935
- Benefits paid
- $7,160,044
- Administrative expenses
- $63,714
- Total expenses
- $7,223,758
- Net increase / (decrease)
- $3,322,177
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lawley-Courier Advisors, LLC | INVESTMENT ADVISORY | $40,000 | not reported in the loaded dataset |
| Fidelity Investemnts Inst. Ops Co. | RECORDKEEPER | $21,744 | $0 |
| Actuarial Consulting Servcies, Inc. | THIRD PARTY ADMINISTRATO | $0 | $0 |