2023 Form 5500 filing — Imt Insurance Company Retirement Savings 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 20240911102650NAL0003574099001) for Imt Insurance Company Retirement Savings Plan, reported by Imt Insurance Company under EIN 42-0333150 and plan number 002. It reports 445 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$73.4MReported net assets$73,388,883
Participants445
Provider compensation$64.2K1 Schedule C row(s)$64,175
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240911102650NAL0003574099001
Plan sponsor
Imt Insurance Company
EIN
42-0333150
Plan number
002
Location
West Des Moines, IA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$73.4M total assets
Net assets$73.4MLiabilities$0
Money in vs. money out
Total income / additions$15.5M
Total expenses$7.2M
Benefits paid / distributions$7.1M
Contributions
Employer$946.9K
Participant$3.7M
Full reported line items
Total assets (EOY)
$73,388,883
Total liabilities (EOY)
$0
Net assets (EOY)
$73,388,883
Employer contributions
$946,938
Participant contributions
$3,664,048
Total income / additions
$15,515,402
Benefits paid
$7,108,233
Administrative expenses
$55,924
Total expenses
$7,164,157
Net increase / (decrease)
$8,351,245

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$64,175$0

Related Form 5500 pages