2023 Form 5500 filing — Invista Pension Plan For Certain Grandfathered Employees
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 20241002133025NAL0017298930001) for Invista Pension Plan For Certain Grandfathered Employees, reported by Inv Management Services, LLC under EIN 85-1507460 and plan number 001. It reports 2,795 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002133025NAL0017298930001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Inv Management Services, LLC
- EIN
- 85-1507460
- Plan number
- 001
- Location
- Wichita, KS
- Participants
- 2,795
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $394,870,358
- Total liabilities (EOY)
- $44,268
- Net assets (EOY)
- $394,826,090
- Total income / additions
- $19,204,694
- Benefits paid
- $29,981,756
- Administrative expenses
- $521,644
- Total expenses
- $30,503,400
- Net increase / (decrease)
- -$11,298,706
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions, LLC | RECORDKEEPER | $134,708 | $0 |
| Bank Of New York Mellon | TRUSTEE | $72,041 | not reported in the loaded dataset |
| Willis Towers Watson Us, LLC | ACTUARY | $27,325 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | AUDITOR | $17,905 | not reported in the loaded dataset |