2023 Form 5500 filing — Ice Miller 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 20241011153142NAL0023118721001) for Ice Miller Retirement Plan, reported by Ice Miller Llp under EIN 35-0874357 and plan number 003. It reports 886 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011153142NAL0023118721001
Filing year
2023
Form type
2
Plan sponsor
Ice Miller Llp
EIN
35-0874357
Plan number
003
Location
Indianapolis, IN
Participants
886
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$342,308,423
Net assets (EOY)
$342,308,423
Employer contributions
$8,702,127
Participant contributions
$10,058,337
Total income / additions
$69,731,007
Benefits paid
$29,441,630
Administrative expenses
$259,839
Total expenses
$29,794,077
Net increase / (decrease)
$39,936,930
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Schwab Retirement Plan Services,IncNONE$74,473not reported in the loaded dataset
Mesirow Financial IncNONE$50,000not reported in the loaded dataset
Katz Sapper And Miller LlpNONE$23,000not reported in the loaded dataset
Deerfield Financial Advisors INONE$17,536not reported in the loaded dataset
Lmcg Investments LLCNONE$15,653not reported in the loaded dataset
The Joseph Group LLCNONE$13,740not reported in the loaded dataset
Summit Financial Management LlNONE$11,667not reported in the loaded dataset
Frazier Financial Advisors LLCNONE$9,567not reported in the loaded dataset
Mesirow Financial InvestmentNONE$8,981not reported in the loaded dataset
Morningstar IncNONE$7,269not reported in the loaded dataset
Woodley Farra Manion PortfolioNONE$6,503not reported in the loaded dataset
Fisher InvestmentsNONE$5,034not reported in the loaded dataset
Charles Schwab & Co., Inc.NONE$3,315$0

Related Form 5500 pages