2023 Form 5500 filing — The Inland Group, LLC 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 20240916170230NAL0001773057001) for The Inland Group, LLC Savings Plan, reported by The Inland Group, LLC under EIN 36-3189393 and plan number 001. It reports 1,105 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916170230NAL0001773057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Inland Group, LLC
- EIN
- 36-3189393
- Plan number
- 001
- Location
- Oak Brook, IL
- Participants
- 1,105
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $96,673,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $96,673,683
- Employer contributions
- $1,998,872
- Participant contributions
- $6,139,755
- Total income / additions
- $22,191,904
- Benefits paid
- $4,671,279
- Administrative expenses
- $181,388
- Total expenses
- $4,852,667
- Net increase / (decrease)
- $17,339,237
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mesirow Financial Investment Manage | NONE | $140,167 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $73,515 | $0 |
| Forvis Llp | NONE | $16,710 | not reported in the loaded dataset |